QUALIFICATION SUMMARY

Employability Skill

Industry/enterprise requirements for this qualification include:

Communication

accessing professional networks and conducting cold calls

developing and writing reports to specifications

preparing and presenting correspondence in appropriate electronic format

questioning, listening and clarifying clients' requirements

using effective telephone techniques and having the ability to negotiate resolutions with clients and colleagues

using excellent customer service skills and maintain an ongoing relationship with clients

Teamwork

building rapport and trust with clients and liaising and cooperating with a wide range of persons

liaising with clients and a range of other people internal and external to the organisation

referring matters to nominated person as required

Problem solving

analysing and synthesising information and determining levels of credit risk

calculating interest/loan repayments

checking the accuracy of calculations

collecting, comparing and contrasting data in order to create reports

comparing products and services in order to offer clients different options

identifying and resolving areas of client resistance

using problem solving tools and techniques

Initiative and enterprise

adapting to the special needs of customers

continually reviewing and applying emerging trends to product and service knowledge

generating a range of options in response to a client's brief

responding to changed and changing situations

Planning and organising

gathering industry information through research

implementing internal monitoring/audit program to ensure ongoing compliance

maintaining statutory records

preparing, processing and settling loan applications

processing credit applications

processing documents and maintaining files, managing information and scheduling and coordinating competing tasks

Self-management

acting as a role model for others

applying time management strategies to own work schedule

asking for and responding to feedback on performance

defining and understanding own work role

planning own work schedule and monitoring and evaluating own work performance

presenting a positive organisational image

working ethically and complying with all industry codes of practice and legislative requirements

Learning

developing and maintaining personal competency

identifying opportunities for professional development identified

keeping up-to-date with legislative and policy changes within the industry and applying these to work practices

knowing and following workplace safety procedures

using online help for self-learning purposes

Technology

conducting web searches and using corporate templates

operating computers

using business technology to access, organise and monitor information using research data devices, telecommunication devices and related equipment

using word processing, spreadsheet and database entry skills to produce workplace documentation