Elements and Performance Criteria
- Sell mobile banking services
- Explain mobile banking service features
- Mobile services are explained to customers in a clear and unambiguous way, avoiding jargon and in a language appropriate to the receiver
- All customer queries are answered promptly and accurately and where applicable initial documentation is provided to the customer setting out mobile banking services
- Customers are informed clearly about any restrictions that may apply to the mobile banking services
- Mobile banking service details are explained customers clearly and accurately using questioning to confirm understanding
- Complete mobile banking service agreements
- Customers are assisted to make informed choices on mobile banking services with advice provided in strict accordance with regulatory restrictions and organisation policy
- Recommendations are explained and discussed with customers in a clear and unambiguous way
- Documentationto provide mobile banking services to customer accounts is completed and processed according to organisational requirements
- Provide follow-up service