Unit of competency Outline

Date retreived
22/07/2026 12:16 PM AWST

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Manage mobile lending services

Manage mobile lending services

Unit of competency
National Code
FNSBNK416
State Code
OBR56
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 meet directly with customers seeking or using mobile lending services and deal effectively with their needs.It applies to individuals who use specialised product knowledge, and strong communication and interpersonal skills to build rapport and provide mobile lending products.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Prepare for customer visits
  • 1.1 Contact customers who may require mobile lending services from referrals or analysis of customer records
  • 1.2 Access and evaluate details of current customer banking business to assess their status and the sustainability of a loan, according to organisational policies and procedures
  • 1.3 Arrange suitable time and location for customer visit
  • 1.4 Gather applicable product and service information in readiness for customer
  • 1.5 Complete personal safety and risk processes, according to organisational policy and procedures
2. Establish customer mobile lending needs and match with services
  • 2.1 Determine customer mobile lending needs, according to organisational procedure and processes
  • 2.2 Identify suitable products or services that match customer needs and in line with industry codes of practice and standards
  • 2.3 Provide product information to clients according to industry and organisational requirements
  • 2.4 Respond to customer queries in manner adhering to organisational codes of conduct
3. Finalise customer service requirements
  • 3.1 Confirm customer agreement to products or services
  • 3.2 Finalise conditions of products or services
  • 3.3 Ensure necessary documentation is completed according to organisational policy and procedures
  • 3.4 Advise customer of follow-up services to be provided
No information
No information
Replaces
State Code National Code Title Type
AUQ66 FNSBNK406 Manage customer visits Unit of competency