Certificate IV In Banking Services

The course aims to provide learners with the knowledge and skills to work in Banking, Credit or Lending roles within the financial services Industry. It covers areas such as communication, product knowledge, sales relationship, credit, processing applications and negotiations with clients.

Who is the Certificate IV in Banking Services for?

• This course has been specifically designed for those working in the financial services industry. Possible job profiles may include;
• Senior sales consultant
• Lending consultant
• Lending officer
• Team leader or Supervisor
• Customer contact centre service consultant

What You’ll Learn:

• Working within the financial services industry
• Developing knowledge of financial products and tailoring products to meet a client’s needs
• Communicating with clients to provide professional levels of service
• Processing credit applications
• Understanding and implementing securitisation
• Leadership skills and personal development

Units Of Competency:

• Unit Code    
• FNCINC411
• Conduct work according to professional practices in the financial services industry
• FNSINC412
• Apply and maintain knowledge of financial products and services
• FNSCUS403
• Deliver a professional service to customers
• FNSINC513
• Identify and apply complex ethical decision making to workplace situations
• FNSRSK411
• Apply risk management strategies to own work
• FNSCRD401
• Assess credit applications
• FNSINC514
• Apply ethical frameworks and principles to make and act upon decisions
• BSBOPS304
• Deliver and monitor a service to customers
• BSBLDR411
• Demonstrate leadership in the workplace
• BSBPEF501
• Manage personal and professional development
• FNSCRD412
• Establish and maintain appropriate security options for credit facilities
• FNSCRD513
• Promote client understanding of the role and effective use of consumer credit