Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSBNK406 Mapping and Delivery Guide
Manage customer visits
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSBNK406 - Manage customer visits |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to meet directly with customers seeking or using mobile banking services and deal effectively with their needs.It applies to individuals who use specialised product knowledge, selling techniques and strong communication and interpersonal skills to build rapport and business.No licensing, legislative or certification requirements apply to this unit at the time of publication. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the banking field of work and include access to: office equipment, technology, software and consumables mobile banking services information organisational policy and practices for providing services. Assessors must satisfy NVR/AQTF assessor requirements. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Prepare for customer visits |
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Element: Establish customer mobile banking needs and match with services |
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Element: Respond to customer queries and non-verbal signals |
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Element: Formalise customer service requirements |
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