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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Establish client needs
   • Identify clients who would benefit from mobile banking services
   • Analyse communication techniques for informing clients about mobile banking services
   • Develop contact procedures for clients
2. 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
3. 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

Performance Evidence

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.

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Knowledge Evidence

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.

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