Certificate IV in Banking Services - FNS42015
TAFE NSW
Type of institution: TAFE Institute
Level: Pre-degree
CRICOS: 00591E
This qualification is designed to reflect job roles requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities. The qualification allows for specialisation in sales and marketing, lending and mobile banking. Licensing/Regulatory Information Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Structure
5 core units plus 7 electives.
Subjects
- Manage customer visits
- Manage a small team
- Provide services in a Business Transaction Centre
- Manage personal work priorities and professional development
- Coordinate a small business customer portfolio
- Promote mobile banking services
- Assist customers to budget and manage own finances
- Establish client relationship and analyse needs
- Administer customer engagement technology
- Promote understanding of the role and effective use of consumer credit
- Implement customer service standards
- Use multiple information systems
- Identify client needs for broking services
- Contribute to health and safety of self and others
- Prospect for new clients
- Provide mobile banking sales and services
- Sell financial products and services
- Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- Assess credit applications
- Establish and maintain appropriate security
- Deliver and monitor a service to customers
- Present broking options to client
- Initiate legal recovery of debts
- Resolve disputes
- Provide personal leadership
- Develop, present and negotiate client solutions
- Implement a sales plan
- Use business technology
- Coordinate implementation of customer service strategies
- Apply principles of professional practice to work in the financial services industry
