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. Contribute to identification of business opportunities | 1.1 Foster business relationships with community members and business developers over time 1.2 Identify attributes, and service needs and wants of business clients as basis for tailoring communications and services 1.3 Provide support and advice to potential business operator or client in evaluating potential business opportunities and in identifying market potential of business opportunity 1.4 Provide support and advice to potential business operator or client in identifying financial, infrastructure and human resources required to realise business opportunity |
2. Provide advice about development of business plans and financing proposals | 2.1 Explain requirements and structure of business plan to client 2.2 Provide advice regarding development of comprehensive business plan and its implementation 2.3 Provide advice regarding development of proposal for financing of business initiative which meets guidelines and requirements of organisation 2.4 Provide advice about benefits of accessing other relevant business professionals to ensure business venture has appropriate structure and is compliant with relevant legislation |
3. Provide high level and tailored business banking solutions and service | 3.1 Analyse potential or current usage patterns of business and identify effective service and product options 3.2 Ascertain and evaluate business banking needs to identify products to manage business cash flow, and negotiate rates 3.3 Identify, model and sell products to support range of business needs including financial transactions, borrowing and leasing needs 3.4 Identify and implement banking services that assist with efficient management and statutory reporting of business 3.5 Coordinate service delivery to business client by other departments or units across organisation |
Evidence of the ability to:
develop business relationships with individuals, organisations and communities
evaluate potential business opportunities using client usage patterns, market and community data
assist clients to develop business plans, manage cash flow and negotiate service rates
match financial products, solutions and services to meet the specific needs of business clients
provide client referrals to other relevant business professionals if applicable
identify, model and sell products to support a range of business needs.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Evidence of the ability to:
develop business relationships with individuals, organisations and communities
evaluate potential business opportunities using client usage patterns, market and community data
assist clients to develop business plans, manage cash flow and negotiate service rates
match financial products, solutions and services to meet the specific needs of business clients
provide client referrals to other relevant business professionals if applicable
identify, model and sell products to support a range of business needs.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Evidence of the ability to:
develop business relationships with individuals, organisations and communities
evaluate potential business opportunities using client usage patterns, market and community data
assist clients to develop business plans, manage cash flow and negotiate service rates
match financial products, solutions and services to meet the specific needs of business clients
provide client referrals to other relevant business professionals if applicable
identify, model and sell products to support a range of business needs.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.