Unit of competency Outline
Date retreived
22/07/2026 9:58 AM AWST
22/07/2026 9:58 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Promote mobile banking services
Promote mobile banking services
Unit of competency
National Code
FNSBNK404A
FNSBNK404A
State Code
D4063
D4063
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
24/04/2014
Field of Education
081101 - Banking And Finance
Original Release Date
24/04/2014
Nominal Hours
35
Description
This unit describes the performance outcomes, skills and knowledge required to identify customers who would benefit from mobile banking services and develop promotional tools and techniques to introduce the service.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Establish customer needs
- 1.1. Customers who would benefit from mobile banking services are identified
- 1.2. Communication techniques for informing customers about mobile banking services are analysed
- 1.3. Contact procedures for customers are developed
2. Develop promotional tools
- 2.1. The appropriate mobile banking service model is identified
- 2.2. Promotional concepts for mobile banking to individual customers are analysed
- 2.3. Suitable promotional tools and techniques for mobile banking services are identified or developed
- 2.4. Documentation to assist in promotional activities are produced consistent with organisational policies and standards
3. Introduce promotional tools and techniques to the sales team
- 3.1. Team members are provided with information on promoting mobile banking services
- 3.2. Queries on the techniques and tools are covered to ensure team members are proficient in dealing with queries in accordance with relevant standards and policies
- 3.3. Documentationfor agreements on providing mobile banking services to customers is completed to appropriate standards as set out in quality control documentation
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Mobile banking services may include:
advising on lending services
assessing customer needs and explaining lending products
assisting to complete and quality assuring lending documentation.
Mobile banking service models include:
bank focused
bank led
non-bank led.
Promotional tools and techniques may include:
Short Message Service (SMS) advisories
sales scripts
video demonstrations
web pages.
Documentation to assist in promoting mobile banking services may include:
attachments to account documentation
brochures.
Customer documentation for agreements on providing mobile banking services may include, but is not limited to:
computer and manual application forms
disclaimers
disclosures
written advice.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Mobile banking services may include:
advising on lending services
assessing customer needs and explaining lending products
assisting to complete and quality assuring lending documentation.
Mobile banking service models include:
bank focused
bank led
non-bank led.
Promotional tools and techniques may include:
Short Message Service (SMS) advisories
sales scripts
video demonstrations
web pages.
Documentation to assist in promoting mobile banking services may include:
attachments to account documentation
brochures.
Customer documentation for agreements on providing mobile banking services may include, but is not limited to:
computer and manual application forms
disclaimers
disclosures
written advice.
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
maintain current knowledge of mobile banking products and services available to customers
work with others to promote banking products and services
contribute to business improvement in developing new tools and documentation.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to mobile banking services information.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency
observing and adhering to processes and procedures in simulations
verbal or written questioning on underpinning knowledge and skills
accessing and validating third party reports.
Guidance information for assessment
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
maintain current knowledge of mobile banking products and services available to customers
work with others to promote banking products and services
contribute to business improvement in developing new tools and documentation.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to mobile banking services information.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency
observing and adhering to processes and procedures in simulations
verbal or written questioning on underpinning knowledge and skills
accessing and validating third party reports.
Guidance information for assessment
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUQ57 | FNSBNK404 | Promote mobile banking services | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D710 | FNS41011 | Certificate IV in Banking Services | Qualification |
| D711 | FNS41211 | Certificate IV in Mobile Banking | Qualification |
| S711 | FNS41210 | Certificate IV in Mobile Banking | Qualification |