List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Establish client needs | 1.1 Identify clients who would benefit from mobile banking services 1.2 Analyse communication techniques for informing clients about mobile banking services 1.3 Develop contact procedures for clients |
2. Develop promotional tools | 2.1 Identify appropriate mobile banking service model 2.2 Analyse promotional concepts for mobile banking to individual clients 2.3 Identify or develop suitable promotional tools and techniques for mobile banking services 2.4 Produce documentation to assist in promotional activities consistent with organisational policy and standards |
3. Introduce promotional tools and techniques to sales team | 3.1 Provide team members with information on promoting mobile banking services 3.2 Address queries on techniques and tools to ensure team members are proficient in dealing with queries, in accordance with relevant standards and organisational policy and procedures 3.3 Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation |
Evidence of the ability to:
apply current knowledge of mobile banking products and services to identify potential clients
contribute to developing new tools and documentation to promote mobile banking services
adhere to organisational marketing guidelines and rules when developing promotional tools, techniques and documentation
follow organisational procedures and privacy principles when developing communication techniques and using client information for marketing purposes
communicate information on promoting mobile banking services with team members.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
To complete the unit requirements safely and effectively, the individual must:
analyse and describe the key client motivations, needs and wants relating to mobile banking
describe the key features of organisational policy and procedures related to mobile banking services and products
outline the key characteristics and conditions of similar products available in the industry
explain the key features of the requirements of relevant financial services legislation
describe the key features of relevant financial documents relating to mobile banking products and services, including:
brochures
fact sheets
compare and contrast promotion and selling techniques.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the banking field of work and include access to:
office equipment, technology, software and consumables
mobile banking service information.
Assessors must satisfy NVR/AQTF assessor requirements.