Certificate IV in Banking Services - FNS42020
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 InformationWork 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
Subjects
- Manage a small team
- Provide services in a Business Transaction Centre
- Manage personal work priorities and professional development
- Coordinate a small business customer portfolio
- Assist customers to budget and manage own finances
- 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
- Provide mobile banking sales and services
- Prospect for new clients
- Conduct work according to professional practices in the financial services industry
- Identify situations requiring complex ethical decision making
- Apply ethical frameworks and principles to make and act upon decisions
- Sell financial products and services
- Promote mobile banking services
- Apply risk management strategies to own work
- 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
- Manage mobile lending services
- Present broking options to client
- Initiate legal recovery of debts
- Resolve disputes
- Provide personal leadership
- Implement a sales plan
- Coordinate implementation of customer service strategies
