Application
This unit describes the skills and knowledge required to process basic financial transactions for customers in a retail financial organisation.
It applies to individuals in frontline customer services roles who use organisational skills and specialised knowledge to perform clerical services, administer financial records and respond to a range of queries.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Mapping |
Notes |
Date |
Supersedes and is equivalent to FNSRTS306A - Process customer transactions |
Updated to meet Standards for Training Packages |
25/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
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