Not applicable.

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. You should refer to the IBSA website (www.ibsa.org.au) or the relevant regulator for specific guidance on requirements.

Visit Get Qualified Australia’s Trade Licensing page for more information surrounding licensing

The following table contains a summary of the employability skills required by industry for this qualification. The employability skills facets described here are broad industry requirements that may vary depending on qualification packaging options.

Industry/enterprise requirements for this qualification include: 

Communication

• conducting research to collect and analyse information and present it in report form
• having the ability to question, clarify and evaluate information
• investigating and negotiating to resolve disputes
• liaising with internal and external personnel with an ability to ‘read’ verbal and non-verbal body language
• using a range of techniques and sales skills to elicit feedback from customers
• using specialist language in written and oral communication
• writing in a range of styles to suit different audiences

Teamwork

• receiving feedback on performance
• referring matters to nominated person as required
• working as a member of a team and applying knowledge of one’s own role to achieve team goals

Problem solving

• collecting, comparing and contrasting data in order to create reports
• using problem solving tools and techniques to balance and reconcile amounts

Initiative and enterprise

• contributing to solutions to workplace challenges
• contributing to the design and preparation of reports to effectively present workplace information
• identifying cross-selling opportunities

Planning and organising

• contributing to the planning process by researching and validating information relating to estates
• planning work considering resources, time and other constraints
• processing routine documents and maintaining files, managing information, and scheduling and coordinating competing tasks

Self-management

• managing own time and priorities and dealing with contingencies
• operating within industry and organisational codes of practice, legislation and regulations
• taking responsibility as required by work role and ensuring all organisational policies and procedures are followed

Learning

• acquiring and applying knowledge of services and organisational policies and procedures
• asking questions to clarify instructions
• seeking advice on technical issues
• using online help and manuals to solve basic technology problems

Technology

• using electronic communication devices and processes such as internet, software packages and email, to produce written correspondence and reports
• using technology to assist the management of information and to assist the planning process

This qualification reflects the skills and knowledge required of entry level employees working across the entire financial services industry who perform 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

No Related Qualifications found