Unit of competency Outline
Date retreived
22/07/2026 1:32 PM AWST
22/07/2026 1:32 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.
Provide mobile banking sales and services
Provide mobile banking sales and services
Unit of competency
National Code
FNSBNK405
FNSBNK405
State Code
AUQ61
AUQ61
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
081101 - Banking And Finance
Original Release Date
16/09/2015
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. Sell mobile banking services
- 1.1 Address client enquiries for mobile banking services in prompt manner
- 1.2 Identify and confirm benefits of mobile banking services for client
2. Explain mobile banking service features
- 2.1 Explain mobile services to clients in clear and unambiguous way, avoiding jargon and in language appropriate to receiver
- 2.2 Answer all client queries promptly and accurately and, where applicable, provide initial documentation to clients setting out mobile banking services
- 2.3 Inform clients clearly about any restrictions that may apply to mobile banking services
- 2.4 Explain mobile banking service details to clients clearly and accurately, using questioning to confirm understanding
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 policy
- 3.2 Discuss and explain recommendations to clients in clear and unambiguous way
- 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 new mobile banking clients to obtain comments about using service
- 4.2 Respond to problems in using service promptly and effectively
- 4.3 Provide advice on better use of service as required
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| D4064 | FNSBNK405A | Provide mobile banking sales and service | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| OBR75 | FNSBNK415 | Provide mobile banking sales and services | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVZ5 | FNS42015 | Certificate IV in Banking Services | Qualification |
| AVY4 | FNS41815 | Certificate IV in Financial Services | Qualification |