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Evidence Guide: FNSBNK404 - Promote mobile banking services

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

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

 

FNSBNK404 - Promote mobile banking services

What evidence can you provide to prove your understanding of each of the following citeria?

Establish client needs

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse communication techniques for informing clients about mobile banking services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop contact procedures for clients

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop promotional tools

  1. Identify appropriate mobile banking service model
  2. Analyse promotional concepts for mobile banking to individual clients
  3. Identify or develop suitable promotional tools and techniques for mobile banking services
  4. Produce documentation to assist in promotional activities consistent with organisational policy and standards
Identify appropriate mobile banking service model

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse promotional concepts for mobile banking to individual clients

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify or develop suitable promotional tools and techniques for mobile banking services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce documentation to assist in promotional activities consistent with organisational policy and standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Introduce promotional tools and techniques to sales team

  1. Provide team members with information on promoting mobile banking services
  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. Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation
Provide team members with information on promoting mobile banking services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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.