Application
This unit describes the skills and knowledge required to identify clients who would benefit from mobile banking services and develop promotional tools and techniques to introduce the service.
It applies to individuals who work within a team and have responsibility for implementing and promoting strategic activities to build business.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Establish client needs | 1.1 Identify clients who would benefit from mobile banking services 1.2 Analyse communication techniques for informing clients about mobile banking services 1.3 Develop contact procedures for clients |
2. Develop promotional tools | 2.1 Identify appropriate mobile banking service model 2.2 Analyse promotional concepts for mobile banking to individual clients 2.3 Identify or develop suitable promotional tools and techniques for mobile banking services 2.4 Produce documentation to assist in promotional activities consistent with organisational policy and standards |
3. Introduce promotional tools and techniques to sales team | 3.1 Provide team members with information on promoting mobile banking services 3.2 Address queries on techniques and tools to ensure team members are proficient in dealing with queries, in accordance with relevant standards and organisational policy and procedures 3.3 Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation |
Evidence of Performance
Evidence of the ability to:
apply current knowledge of mobile banking products and services to identify potential clients
contribute to developing new tools and documentation to promote mobile banking services
adhere to organisational marketing guidelines and rules when developing promotional tools, techniques and documentation
follow organisational procedures and privacy principles when developing communication techniques and using client information for marketing purposes
communicate information on promoting mobile banking services with team members.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Evidence of Knowledge
To complete the unit requirements safely and effectively, the individual must:
analyse and describe the key client motivations, needs and wants relating to mobile banking
describe the key features of organisational policy and procedures related to mobile banking services and products
outline the key characteristics and conditions of similar products available in the industry
explain the key features of the requirements of relevant financial services legislation
describe the key features of relevant financial documents relating to mobile banking products and services, including:
brochures
fact sheets
compare and contrast promotion and selling techniques.
Assessment Conditions
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 service information.
Assessors must satisfy NVR/AQTF assessor requirements.
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill | Performance Criteria | Description |
Reading | 1.1, 1.2, 2.1, 2.2, 2.3, 2.4 | Accesses and analyses key features of information from a range of sources to address specific criteria and determine requirements |
Writing | 1.3, 2.3, 2.4, 3.1-3.3 | Prepares information and completes documentation using appropriate formats and structures for the audience and purpose Uses clear and concise language, incorporating correct spelling and grammar and avoiding industry jargon, to convey accurate information |
Oral Communication | 3.1, 3.2 | Participates in verbal exchanges of information using language, tone and pace appropriate to the audience and purpose Uses active listening and questioning to clearly convey information, elicit feedback and confirm understanding with a range of stakeholders |
Numeracy | 3.3 | Performs mathematical calculations to check data accuracy and consolidate financial information |
Navigate the world of work | 2.4, 3.2, 3.3 | Incorporate organisational policy, procedures and standards in all activities and documentation |
Get the work done | 1.1-1.3, 2.1-2.4, 3.1-3.3 | Sequences and schedules complex activities, monitors implementation and manages relevant communication Automatically implements standard procedures for routine decisions Develops ideas and products following analysis of complex information and data Uses a range of digitally based technologies and software packages, including spreadsheets, databases and the internet |
Sectors
Banking