Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSRTS305A Mapping and Delivery Guide
Process customer accounts
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSRTS305A - Process customer accounts |
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Description | This unit describes the performance outcomes, skills and knowledge required to identify customer needs and process customer financial accounts.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit may apply to job roles in retail financial institutions including banks and credit unions or any organisation administering customer financial accounts. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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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: Identify customer account needs |
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Element: Open customer account |
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Element: Transfer or close customer account |
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Element: Administer the process |
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