Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

FNSBNK404 Mapping and Delivery Guide
Promote mobile banking services

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSBNK404 - Promote mobile banking services
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to identify clients who would benefit from mobile banking services and develop promotional tools and techniques to introduce the service.It applies to individuals who work within a team and have responsibility for implementing and promoting strategic activities to build business.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

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.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: 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
       
Element: 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
       
Element: 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
       


Evidence Required

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.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

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

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify clients who would benefit from mobile banking services 
Analyse communication techniques for informing clients about mobile banking services 
Develop contact procedures for clients 
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 
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 

Forms

Assessment Cover Sheet

FNSBNK404 - Promote mobile banking services
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSBNK404 - Promote mobile banking services

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: