Application
This unit describes the skills and knowledge required to apply customer service skills and process financial services transactions in non-financial services organisations that act as an agency, particularly in rural and remote areas.
It applies to individuals who, within their level of responsibility, use clear communication skills to provide up-to-date and accurate information and follow procedures to process transactions.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Unit Sector
Financial retail services
Mapping |
Notes |
Date |
Supersedes and is equivalent to FNSRTS301A - Provide customer service in a retail agency |
Updated to meet Standards for Training Packages |
24/Mar/2015 |
Contains the following documents
- Assessment Matrix (Mapping Document)
- New Assessor Workbook/Guide (in MS Word Format)
- New Cover Sheet
- Learner Guide (in MS Word Format)
- New Learner Evidence Document
- Learner Workbook (in MS Word Format)
- New Observation and Demonstration Checklists
- New Session Plan (in MS Word Format)
- PowerPoint presentation
- Supporting documents:
- Contextualisation guide
- Training and assessment strategy (TAS)
- RTO Materials statement of validation
- Student validation survey
- Work placement logbook
- Workplace documentation
- Workplace evidence
For more information please contact us on sarah@rtomaterials.com.au