Provide mobile banking sales and services

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 FNSBNK405, 'Provide mobile banking sales and services'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Provide mobile banking sales and services' 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. Sell mobile banking services

1.1 Address client enquiries for mobile banking services in prompt manner

1.2 Identify and confirm benefits of mobile banking services for client

2. Explain mobile banking service features

2.1 Explain mobile services to clients in clear and unambiguous way, avoiding jargon and in language appropriate to receiver

2.2 Answer all client queries promptly and accurately and, where applicable, provide initial documentation to clients setting out mobile banking services

2.3 Inform clients clearly about any restrictions that may apply to mobile banking services

2.4 Explain mobile banking service details to clients clearly and accurately, using questioning to confirm understanding

3. Complete mobile banking service agreements

3.1 Assist clients to make informed choices on mobile banking services, with advice provided in strict accordance with regulatory restrictions and organisational policy

3.2 Discuss and explain recommendations to clients in clear and unambiguous way

3.3 Complete and process documentation to provide mobile banking services to client accounts according to organisational requirements

4. Provide follow-up service

4.1 Contact new mobile banking clients to obtain comments about using service

4.2 Respond to problems in using service promptly and effectively

4.3 Provide advice on better use of service as required


Qualifications and Skillsets

FNSBNK405 appears in the following qualifications:

  • FNS41210 - Certificate IV in Mobile Banking
  • FNS41010 - Certificate IV in Banking Services
  • FNS41011 - Certificate IV in Banking Services
  • FNS41211 - Certificate IV in Mobile Banking
  • FNS41811 - Certificate IV in Financial Services
  • FNS42015 - Certificate IV in Banking Services
  • FNS41815 - Certificate IV in Financial Services