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 FNSBNK402A, '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

1. Identify and forecast small business customer needs and wants

1.1. A segmentation analysisof the small business market is conducted and the operating environments of the small business segments identified and analysed

1.2. The impact of the small business segment environment on their current and future banking needs is identified and analysed

1.3. Needs and wants of small business customer are tracked and monitored

1.4. The results of marketing and communications campaigns targeted to small businesses are analysed to identify successful strategies

2. Identify product and service options for small business customers

2.1. Current customer usage patterns of the institution's small business customer categories are analysed

2.2. Product and services used by segments of small business customers are identified and their benefits analysed

2.3. New products and services, tailored to small business customer segments, are designed and their implementation negotiated in accordance with the institution's business rules and processes

3. Communicate service benefits to small business customers

3.1. Preferred and optimum communication strategies and vehicles to influence small business segments are identified and analysed

3.2. Communications campaigns to match products and services to identified small business segments are planned and implemented

3.3. Strategies to support routine and ongoing communications with small business segments are planned and monitored

3.4. Customer service staff are briefed and coached in a timely and effective manner on the purpose of communication campaigns

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

4.1. Performance indicators are identified, communicated and monitored with reports against targets using standard protocols and procedures analysed

4.2. Exception or feedback reports are analysed and processes put in place to rectify faults or capitalise on opportunities

4.3. Strategies to support the continuous improvement of small business products and services and communications are developed, implemented and monitored


Qualifications and Skillsets

FNSBNK402A appears in the following qualifications:

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