The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Manage relationships with small business customers
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Contribution is made to the development of a service strategy for the small business customers Completed |
Evidence:
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Current usage patterns of the small businesses within the portfolio are analysed and effective service and product options are identified Completed |
Evidence:
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Databases to support the management of the portfolio are accessed and updated to ensure availability of consistent and accurate information Completed |
Evidence:
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Campaigns targeted to the small business portfolio are conducted in a manner which meets the organisation's standards and timeframes Completed |
Evidence:
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Reward and recognition strategies to build customer loyalty are developed and delivered to customers Completed |
Evidence:
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Provide service to a portfolio of small business customers
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The portfolio of small business customers is administered using the business rules and processes of the financial services organisation with services delivered to the standard specified for the small business customer segment Completed |
Evidence:
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Effective and personalised communications including telephone, email, mail or personal contacts are undertaken within the designated service standards of the institution Completed |
Evidence:
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Customer service needs that cannot be met within delegated authority are referred for resolution to the appropriate personnel within the organisation in a timely and effective manner Completed |
Evidence:
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Service delivery is coordinated and followed up to ensure customer satisfaction and to provide an effective and efficient single point of contact for customers within the portfolio Completed |
Evidence:
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Provide high level and tailored small business banking solutions and service
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The customers' business banking needs are ascertained and evaluated Completed |
Evidence:
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Products to manage the business cash flow are identified and rates negotiated, modelled and sold Completed |
Evidence:
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Products to support the financial transactions of the small business are identified, modelled and sold Completed |
Evidence:
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Products to support the borrowing needs of the small businesses are identified, modelled and sold Completed |
Evidence:
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Products to support the leasing needs of the small businesses are identified, modelled and sold Completed |
Evidence:
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Products to support the wealth management strategies and needs of the small business owners are identified, modelled and sold Completed |
Evidence:
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Banking services that assist with the efficient management and statutory reporting of small business are identified and implemented Completed |
Evidence:
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The resolution of service faults or concerns is coordinated Completed |
Evidence:
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Evaluate and report outcomes
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Reports against targets using standards, protocols and procedures are made Completed |
Evidence:
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Exception or feedback reports are analysed and problems rectified Completed |
Evidence:
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Product and service offering targeted to the small business customer segment are reviewed and solutions for improvement are made to management Completed |
Evidence:
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