Overview Units
About
This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry that performs duties such as: responding to customer enquiries sales and service maintaining financial records performing clerical duties applying fundamental skills in banking, credit management, insurance and retail financial services ENTRY REQUIREMENTS There are no pre-requisites for entry into this qualification. With vocational experience assisting in a range of support roles without a formal business qualification. Time : Self-peace Study : 36 Week + 180 Hours Work-placement COURSE OUTCOME Gain the skills required to: Conduct research to collect and analyse information and present it in report form Use online help and manuals to solve basic technology problems Investigate and negotiate to resolve disputes Use a range of techniques and sales skills to elicit feedback from customers Use specialist language in written and oral communication and write in a range of styles to suit different audiences Liaise with internal and external personnel with an ability to ‘read’ verbal and non-verbal body language Receive feedback on performance Identify cross-selling opportunities Refer matters to nominated person as required Contribute to solutions to workplace challenges Work as a member of a team and apply knowledge of one’s own role to achieve team goals Operate with industry and organisational codes of practice, legislation and regulations Collect, compare and contrast data in order to create reports Use problem solving tools and techniques to balance and reconcile amounts Contribute to the design and preparation of reports to effectively present workplace information Contribute to the planning process be researching and validating information relating to estate Training delivery: Self- Paced & Zoom Support & Work-Placement NATIONALLY ACCREDITED QUALIFICATION INDUSRTY EXPERIENCED TRAINERS Fee : $5500 ( Fee For Services )
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