Elements and Performance Criteria
- Work within industry guidelines, procedures and legislation
- Apply guidelines, procedures, legislation and codes of practice to financial services industry and determine effects on everyday work
- Recognise and follow workplace procedures and instructions for environmentally sustainable work practices, and suggest any potential improvements to appropriate personnel
- Carry out work tasks in accordance with specific organisational policy, guidelines and procedures
- Undertake work tasks to meet organisation’s philosophy, values and objectives in relation to customer service, professional practice and ethical principles
- Seek assistance from appropriate personnel to clarify application of guidelines, procedures and legislation, where necessary
- Communicate in the workplace
- Use effective listening and speaking skills in verbal communications
- Respond to instructions or enquiries promptly and in accordance with organisational requirements
- Ensure presentation of written information meets organisational standards of style, format and accuracy in line with financial services industry
- Use communication to develop and maintain positive relationships, mutual trust and confidence
- Work safely
- Use workplace technology
- Work in a team environment