Unit of competency Outline

Date retreived
22/07/2026 2:46 PM AWST

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Provide mobile banking sales and services

Provide mobile banking sales and services

Unit of competency
National Code
FNSBNK415
State Code
OBR75
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 sell mobile banking services to clients and provide follow-up service.It applies to individuals who use specialised knowledge, products and techniques to build the organisation’s business and maintain clients. No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Identify clients for mobile banking services
  • 1.1 Identify client needs and assess relevant products and services
  • 1.2 Evaluate client status and sustainability for a loan, according to organisational policies and procedures
  • 1.3 Confirm benefits of mobile banking services for client
2. Identify and explain mobile banking service features to clients
  • 2.1 Identify appropriate mobile services suitable for clients
  • 2.2 Provide initial documentation to clients setting out mobile banking services
  • 2.3 Inform clients about restrictions that may apply to mobile banking services
  • 2.4 Explain all characteristics of mobile banking service details to clients and confirm understanding according to organisational policies and procedures
3. Complete mobile banking service agreements
  • 3.1 Assist clients to make informed choices on mobile banking services, with advice provided in strict accordance with regulatory restrictions and organisational policies
  • 3.2 Discuss and explain recommendations to clients
  • 3.3 Complete and process documentation to provide mobile banking services to client accounts according to organisational requirements
4. Provide follow-up service
  • 4.1 Contact mobile banking clients to obtain comments about using service
  • 4.2 Respond to problems in using service within required time frames
  • 4.3 Provide guidance on more effective use of service as required
No information
No information
Replaces
State Code National Code Title Type
AUQ61 FNSBNK405 Provide mobile banking sales and services Unit of competency