The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Provide customer service
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Customer is greeted and served with respect and professionalism in accordance with the company service standards and expectations Completed |
Evidence:
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Customer is provided with information as required in a timely, accurate and effective manner with any queries about transactions answered fully and clearly to ensure customer is appropriately informed Completed |
Evidence:
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Transactions outside the knowledge or delegated authority of the officer are referred to other personnel for resolution as required Completed |
Evidence:
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Process basic financial transactions
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Customer transactions are processed in an accurate and timely manner using standard policies, procedures and systems Completed |
Evidence:
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Documentation or systems entry to support transactions is checked for accuracy and completeness and customer account and transaction details maintained and verified using correct procedures Completed |
Evidence:
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Customer complaints and disputes are resolved or referred to other authorised personnel and customer accounts are rectified where necessary Completed |
Evidence:
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Accurate reconciliation of subsidiary ledgers to general ledger accounts is performed and fees appropriate to the transaction are levied in accordance with standard procedures Completed |
Evidence:
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Administer the transaction process
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Error records and exception reports are analysed and responded to according to standard procedures and within required timeframes Completed |
Evidence:
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Activity reports monitoring the nature and level of transaction activity are provided and database records or customer files updated according to standard procedures and within required timeframes Completed |
Evidence:
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Customer records are stored safely, securely and in accordance with standard processes and recognising the requirement to protect customer privacy and commercial confidentiality Completed |
Evidence:
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