Align banking products with the needs of small business customers

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSBNK402, 'Align banking products with the needs of small business customers'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Align banking products with the needs of small business customers' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


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. Identify and forecast small business customer needs and wants

1.1 Conduct segmentation analysis of small business market, and identify and analyse operating environments of small business segments

1.2 Identify and analyse impact of small business segment environment on their current and future banking needs

1.3 Track and monitor needs and wants of small business customer

1.4 Analyse results of marketing and communications campaigns targeted to small businesses to identify successful strategies

2. Identify product and service options for small business customers

2.1 Analyse current customer usage patterns of the organisation’s small business customer categories

2.2 Identify products and services used by segments of small business customers and analyse their benefits

2.3 Design new products and services, tailored to small business customer segments, and negotiate their implementation in accordance with the organisation’s business rules and processes

3. Communicate service benefits to small business customers

3.1 Identify and analyse preferred and optimum communication strategies and vehicles to influence small business segments

3.2 Plan and implement communications campaigns to match products and services to identified small business segments

3.3 Plan and monitor strategies to support routine and ongoing communications with small business segments

3.4 Brief and coach customer service staff in timely and effective manner on purpose of communication campaigns

4. Manage performance of products, services and communications for small business customers

4.1 Identify, communicate and monitor performance indicators, and analyse reports against targets using standard protocols and procedures

4.2 Analyse exception or feedback reports and establish processes to rectify faults or capitalise on opportunities

4.3 Develop, implement and monitor strategies to support continuous improvement of small business products, services and communications


Qualifications and Skillsets

FNSBNK402 appears in the following qualifications:

  • FNS50910 - Diploma of Banking Services Management
  • FNS41811 - Certificate IV in Financial Services
  • FNS50915 - Diploma of Banking Services Management
  • FNS41815 - Certificate IV in Financial Services