Unit of competency Outline

Date retreived
22/07/2026 12:06 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.

Promote mobile banking services

Promote mobile banking services

Unit of competency
National Code
FNSBNK414
State Code
OBR92
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
01/07/2020
View on TGA
State Implementation and Classification
Approved Date
02/10/2020
Field of Education
081101 - Banking And Finance
Original Release Date
02/10/2020
Nominal Hours
35
Description
This unit describes the skills and knowledge required to identify clients who would benefit from mobile banking services and develop promotional tools and techniques to introduce the service.It applies to individuals who work within a team and have responsibility for implementing and promoting strategic activities to build business.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Establish client needs
  • 1.1 Identify clients who would benefit from mobile banking services from referrals or analysis of customer records
  • 1.2 Evaluate customer status and sustainability for a loan, according to organisational policies and procedures
  • 1.3 Gather applicable products and service information in readiness for customer
  • 1.4 Determine applicable communication techniques for informing clients about mobile banking services
  • 1.5 Develop contact procedures for clients
2. Develop and implement promotional tools
  • 2.1 Identify appropriate mobile banking service model
  • 2.2 Analyse applicable promotional concepts for mobile banking specific to individual clients
  • 2.3 Identify and develop suitable promotional tools and techniques for mobile banking services
  • 2.4 Produce documentation to assist in promotional activities according to organisational policies and procedures
3. Finalise promotional tools and techniques with sales team
  • 3.1 Provide team members with information on promoting mobile banking services
  • 3.2 Address queries on techniques and tools with sales team, and inform of procedure to escalate complex queries from clients according to organisational policies and procedures
  • 3.3 Finalise documents for agreements on providing mobile banking services to clients in line with applicable standards as set out in quality control documentation
  • 3.4 Advise team members of follow-up services to be provided to clients, if required
No information
No information
Replaces
State Code National Code Title Type
AUQ57 FNSBNK404 Promote mobile banking services Unit of competency