Modification History
Not applicable.
Description
This qualification is designed to reflect job roles requiring advanced understanding of financial products and services and working in customer contact or retail financial service mobile banking environments.
Pathways Information
Qualification Pathway
The primary pathway from this qualification is employment in the mobile banking services noted above with typical job roles such as:
- customer service consultant
- lending consultant
- lending officer
- senior sales consultant
This qualification may be suited to an Australian Apprenticeship pathway.
A further learning pathway utilising qualifications such as FSN50910 Diploma of Banking Services Management would support career progression.
Licensing/Regulatory Information
Not applicable.
Entry Requirements
Not applicable.
Employability Skills Summary
EMPLOYABILITY SKILLS QUALIFICATION SUMMARY |
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Employability Skill |
Industry /enterprise requirements for this qualification include : |
Communication |
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Teamwork |
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Problem solving |
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Initiative and enterprise |
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Planning and organising |
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Self-management |
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Learning |
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Technology |
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Packaging Rules
Packaging Rules
13 units must be achieved:
8 core units
plus 5 elective units .
- A maximum of 2 of the required elective units of competency must be selected from Group A and the remaining electives may be selected from Group A, Group B or from units aligned to other FNS10 Financial Services Training Package Certificate IV qualifications
- One (1) elective may be selected from units aligned to Certificate III qualifications and up to 2 electives from units aligned to Diploma qualifications in the FNS10 Financial Services Training Package
- A maximum of 2 electives may be selected from units aligned to Certificate IV or Diploma qualifications in another endorsed Training Package or accredited course.
Elective units must be relevant to the work outcome, local industry requirements and the qualification level.
Units selected from other Training Packages or accredited courses must not duplicate units selected from or available within the FNS10 Financial Services or BSB07 Business Services Training Packages.
Core units of competency :
- BSBCUS403A Implement customer service standards
- BSBOHS303B Contribute to OHS hazard identification and risk assessment
- BSBWOR204A Use business technology
- FNSINC401A Apply principles of professional practice to work in the financial services industry
- FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSBNK404A Promote mobile banking services
- FNSBNK405A Provide mobile banking sales and service
- FNSBNK406A Manage customer visits
Elective units of competency :
Group A
- FNSCRD401A Assess credit applications
- FNSCRD402A Establish and maintain appropriate securitisation
- FNSCRD503A Promote understanding of the role and effective use of consumer credit
- FNSSAM401A Sell financial products and services
- FNSSAM402A Implement a sales plan
- FNSSAM403A Prospect for new clients
Group B (General )
- BSBCUS301A Deliver and monitor a service to customers
- FNSCRD401A Assess credit applications
- FNSCRD402A Establish and maintain appropriate securitisation
- FNSCRD503A Promote understanding of the role and effective use of consumer credit
- FNSFLT501A Assist customers to budget and manage own finances