Unit of competency Outline
Date retreived
22/07/2026 2:55 PM AWST
22/07/2026 2:55 PM 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.
Coordinate small business customer portfolios
Coordinate small business customer portfolios
Unit of competency
National Code
FNSBNK411
FNSBNK411
State Code
OEC16
OEC16
TGA Status
Current
Current
DTWD Status
Approved
Approved
State Implementation and Classification
Approved Date
07/12/2022
Field of Education
081199 - Banking, Finance And Related Fields, N.e.c.
Original Release Date
07/12/2022
Nominal Hours
60
Description
This unit describes the skills and knowledge required to coordinate a portfolio of small business customers. This includes building customer relationships and loyalty, providing banking solutions and service, and evaluating and reporting on outcomes.The unit applies to individuals who use their expertise to manage relationships and provide customised solutions for clients.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Manage relationships with small business customers
- 1.1 Contribute to development of service strategy for small business customers
- 1.2 Analyse current usage patterns of small businesses in portfolio and identify effective service and product options
- 1.3 Access and update databases when new information is presented
- 1.4 Develop and conduct campaigns targeted to small business portfolio in manner that meets organisational standards and timeframes
- 1.5 Contribute to building customer loyalty and delivering to customers using reward and recognition strategies
2. Establish administrative and communication processes with small business customers
- 2.1 Administer portfolio of small business customers using business rules and processes of financial services organisation
- 2.2 Deliver services to standard specified for small business customer segment
- 2.3 Undertake personalised communications and materials within designated organisational service standards
- 2.4 Refer customer service needs that cannot be met within delegated authority for resolution to appropriate personnel in organisation
- 2.5 Coordinate single point of contact for customers and provide follow-up service delivery
3. Identify and provide small business banking solutions and service
- 3.1 Ascertain and evaluate customers’ business banking needs and goals
- 3.2 Identify products to manage business cash flow and negotiate, model and sell rates
- 3.3 Identify, model and sell products to support needs of small business relating to financial transactions, borrowing, leasing and wealth management
- 3.4 Identify and implement banking services that assist with efficient management and statutory reporting of small business
- 3.5 Coordinate resolution of service faults and concerns
4. Evaluate and report outcomes
- 4.1 Generate report against customer portfolio targets according to organisational standards, protocols and procedures
- 4.2 Analyse exception or feedback reports and rectify problems
- 4.3 Review product and service offering targeted to small business customer segment
- 4.4 Recommend solutions for improvement to required personnel according to organisational policies and procedures
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUQ56 | FNSBNK401 | Coordinate a small business customer portfolio | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| BHT8 | FNS42022 | Certificate IV in Banking Services | Qualification |
| BFF4 | FNS41820 | Certificate IV in Financial Services | Qualification |