This qualification reflects the role of individuals requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments. Individuals in these roles apply specialist skills and knowledge to work autonomously and exercise judgement in completing routine and non-routine activities. The qualification allows for specialisation in customer service, lending and mobile banking.
Licensing, legislative, regulatory or certification considerations
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.