Provide services in a Business Transaction Centre

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 FNSBNK403A, 'Provide services in a Business Transaction Centre'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Provide services in a Business Transaction Centre' 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. Represent the Business Transaction Centre

1.1. The role and purpose of the Business Transaction Centre in providing services to the local community and its relationship to the institution in which it is hosted are recognised and communicated to customers

1.2. Knowledge of the relevant range of products and services is developed and maintained

1.3. Documentation and promotional material about the range of services facilitated by the centre are effectively maintained to ensure accessibility, accuracy, currency and quality

1.4. Relevant contact people, hotline phone numbers and websites of the services supported by the centre are accessed to provide support and clarify service queries

2. Identify customer service and information needs

2.1. Timely and courteous responses are provided to customer requests and queries

2.2. Requests for information, advice, products or services that fall outside the centre's level of authorisation or capacity are referred to the relevant service provider or agency for resolution

2.3. Help and assistance is provided to customers to ensure the full and accurate completion of documentation or transaction forms

3. Process customer transactions

3.1. Information or forms provided by customers are checked for accuracy and completeness

3.2. Processes and protocols to maintain the privacy of customer information are followed in line with the centre's established standards

3.3. Transactions are completed in a timely and accurate manner using the protocols and processes of the centre

3.4. Accurate customer transaction details are maintained and reported as required for each service provided on behalf of another agency

3.5. Accurate reconciliation of monies received with transaction records is conducted routinely

3.6. Customer queries or complaints are responded to in a courteous and timely manner using the required protocols and processes

4. Provide support and service information to customers

4.1. Professional and confidential assistance and advice is provided to customers

4.2. Bookings for appointments with other professionals or service providers are conducted efficiently and effectively using standard operating procedures

4.3. Customers seeking skill development and assistance in order to access the full range of services offered by the centre are provided with courteous, accurate and timely support


Qualifications and Skillsets

FNSBNK403A appears in the following qualifications:

  • FNS41010 - Certificate IV in Banking Services
  • FNS41011 - Certificate IV in Banking Services
  • FNS41811 - Certificate IV in Financial Services