Elements and Performance Criteria
- Establish client needs
- Develop promotional tools
- Identify appropriate mobile banking service model
- Analyse promotional concepts for mobile banking to individual clients
- Identify or develop suitable promotional tools and techniques for mobile banking services
- Produce documentation to assist in promotional activities consistent with organisational policy and standards
- Introduce promotional tools and techniques to sales team
- Provide team members with information on promoting mobile banking services
- 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
- Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation