Modification History
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Release |
Comments |
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Release 1 |
This version first released with FNS Financial Services Training Package Version 4.0. |
Qualification Description
This qualification is designed to reflect a range of the job roles with team and business result responsibilities in banking or other deposit taking institutions' customer contact centres or retail and/or commercial financial services environments. 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/Regulatory Information
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:
- 4 units must be selected from the electives listed below,
- 3 units may be selected from the remaining listed electives or from a Certificate IV, Diploma or Advanced Diploma in any currently endorsed training package or accredited course
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment and contribute to a valid vocational outcome.
Core Units
BSBINM401 Implement workplace information system
BSBMGT502 Manage people performance
BSBSMB420 Evaluate and develop small business operations
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
FNSINC411 Conduct work according to professional practices in the financial services industry
Elective Units
Customer relationship building
BSBCUS501 Manage quality customer service
FNSCUS502 Monitor client requirements
FNSCUS503 Review business performance
FNSCUS504 Manage premium customer relationships
FNSCUS505 Determine client requirements and expectations
Market analysis
BSBMKG501 Identify and evaluate marketing opportunities
BSBSLS502 Lead and manage a sales team
FNSSAM501 Apply advanced selling techniques to selling of financial products and services
FNSSAM502 Assess market needs
FNSSAM503 Monitor market opportunities
Commercial and retail lending
FNSBNK502 Manage services in a Business Transaction Centre
FNSBNK511 Manage banking and service strategy for small business customers
FNSCRD402 Establish and maintain appropriate security
FNSCRD503 Promote understanding of the role and effective use of consumer credit
General business
BSBINN502 Build and sustain an innovative work environment
BSBMGT516 Facilitate continuous improvement
BSBMGT605 Provide leadership across the organisation
BSBSUS501 Develop workplace policy and procedures for sustainability
BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes
BSBWOR501 Manage personal work priorities and professional development
FNSBNK402 Align banking products with the needs of small business customers
FNSBNK503 Provide business advisory services within a financial services context
FNSCUS506 Record and implement client instructions
FNSINC503 Identify situations requiring complex ethical decision making
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
FNSORG503 Develop a resource plan
FNSRSK612 Determine and manage risk exposure strategies
Qualification Mapping Information
No equivalent qualification. Supersedes and is not equivalent to FNS50915 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
