Modification History
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Release |
Comments |
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Release 1 |
This version first released with the FNS Financial Services Training Package Version 8.0. Supersedes and is not equivalent to FNS50920 Diploma of Banking Services Management. |
Qualification Description
This qualification reflects a range of roles with team and business result responsibilities in customer contact centres or retail and/or commercial financial services environments within banking or other deposit-taking institutions. Individuals in these roles have autonomy in performing technical operations; apply solutions to a range of often complex problems; and research, analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.
Licensing, legislative, regulatory or certification considerations
Work functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.
Entry Requirements
Nil
Packaging Rules
Total number of units = 12
5 core units plus
7 elective units , of which:
- at least 4 must be from the elective units listed below
- up to 3 may be from the remaining listed elective units or from any currently endorsed Certificate IV or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
Core units
BSBLDR522 Manage people performance
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSCUS513 Review business performance
FNSFMK515 Comply with financial services regulation and industry codes of practice
FNSINC411 Conduct work according to professional practices in the financial services industry
Elective units
Commercial and retail lending
FNSBNK412 Align banking products with the needs of small business customers
FNSBNK511 Manage banking and service strategy for small business customers
FNSCRD412 Establish and maintain appropriate security options for credit facilities
FNSCRD413 Manage and recover bad and doubtful debts
FNSCRD513 Promote client understanding of the role and effective use of consumer credit
FNSFMB511 Implement credit contracts in preparation for settlement
FNSFMB514 Implement complex loan structures
FNSMCA413 Identify and manage individuals experiencing hardship
Customer relationship building
BSBOPS505 Manage organisational customer service
FNSCUS504 Manage premium customer relationships
FNSCUS512 Monitor clients’ financial requirements
FNSCUS515 Determine client financial requirements and expectations
Market analysis
BSBMKG541 Identify and evaluate marketing opportunities
FNSPIM410 Collect assess and use information
FNSSAM503 Monitor market opportunities
FNSSAM512 Assess market needs and identify opportunities for new financial products and services
FNSSAM521 Apply advanced techniques to provide financial products and services
General business
BSBINS402 Coordinate workplace information systems
BSBLDR602 Provide leadership across the organisation
BSBPEF501 Manage personal and professional development
BSBSTR501 Establish innovative work environments
BSBSTR502 Facilitate continuous improvement
BSBSUS511 Develop workplace policies and procedures for sustainability
BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes
FNSBNK513 Provide business advisory services within a financial services context
FNSCUS516 Record and implement client instructions
FNSINC513 Identify and apply complex ethical decision making to workplace situations
FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
FNSORG503 Develop a resource plan
FNSRSK411 Apply risk management strategies to own work
FNSRSK612 Determine and manage risk exposure strategies
Qualification Mapping Information
No equivalent qualification. Supersedes and is not equivalent to FNS50920 Diploma of Banking Services Management.
Links
Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
