Modification History
Not applicable.
Description
This qualification is designed to flexibly reflect the job roles with team and business result responsibilities in banking or other deposit taking institutions' customer contact centres or retail financial services environments.
Pathways Information
Qualification Pathway
Preferred pathways for candidates entering this qualification include:
- FNS41010 Certificate IV in Banking Services
- FNS41210 Certificate IV in Mobile Banking
or relevant FNS10 qualifications from other industry sectors.
The primary pathway from this qualification is employment in banking and related organisations involving:
- team leader or manager roles in branch environments
- sales and marketing
- small business banking
- commercial and retail lending
- customer contact service centre management.
An Australian Apprenticeship pathway may be possible for this qualification depending on the State or Territory training authority declaration policy.
A further learning pathway utilising qualifications such as FNS60610 Advanced Diploma of Banking Services Management would support career progression. A further learning pathway could be study in relevant higher education programs. Learners should establish relevant qualifications and any credit arrangements that may apply in order to make appropriate elective choices in this qualification.
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
12 units must be achieved:
5 core units
plus 7 elective units
- the required elective units of competency may be selected from the elective Groups A, B, C or D with 3 selected from Group B
- A maximum of 2 electives may be selected from units aligned to other Diploma qualifications in the FNS10 Financial Services Training Package
- A maximum of 2 electives may be selected from units aligned to Certificate IV qualifications and 1 elective may be selected from units aligned to Advanced Diploma qualifications in the FNS10 Financial Services Training Package
- A maximum of 2 electives may be selected from units aligned to Certificate IV, Diploma or Advanced 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 :
- BSBINM401A Implement workplace information system
- BSBMGT502B Manage people performance
- BSBSMB405A Monitor and manage small business operations
- FNSCUS501A Develop and nurture relationships with clients, other professionals and third party referrers
- FNSINC401A Apply principles of professional practice to work in the financial services industry
Elective units of competency :
Group A (Customer relationship building )
- BSBCUS501A Manage quality customer service
- FNSCUS502A Monitor client requirements
- FNSCUS503A Review business performance
- FNSCUS504A Manage premium customer relationships
- FNSCUS505A Determine client requirements and expectations
Group B (Sales and marketing )
- BSBMKG501B Identify and evaluate marketing opportunities
- BSBSLS502A Lead and manage a sales team
- FNSBNK501A Manage banking and service strategy for small business customers
- FNSSAM501A Apply advanced selling techniques to selling of financial products and services
- FNSSAM502A Assess market needs
- FNSSAM503A Monitor market opportunities
Group C (Commercial and retail lending )
- FNSBNK501A Manage banking and service strategy for small business customers
- FNSBNK502A Manage services in a Business Transaction Centre
- FNSCRD402A Establish and maintain appropriate securitisation
- FNSCRD503A Promote understanding of the role and effective use of consumer credit
Group D (General business )
- BSBINN502A Build and sustain an innovative work environment
- BSBMGT516A Facilitate continuous improvement
- BSBMGT605B Provide leadership across the organisation
- BSBOHS303B Contribute to OHS hazard identification and risk assessment
- BSBSUS501A Develop workplace policy and procedures for sustainability
- BSBWOR501A Manage personal work priorities and professional development
- FNSBNK402A Align banking products with the needs of small business customers
- FNSBNK503A Provide business advisory services within a financial services context
- FNSCUS506A Record and implement client instructions
- FNSORG503A Develop a resource plan
- FNSRSK602A Determine and manage risk exposure strategies
Note : Certain elective units may be required to progress to membership of relevant professional organisations. Learners should establish such requirements where they apply in order to make appropriate choices.