Business Banking Practitioner – 120117

Description

QCTO Occupational Qualification, Form 4, Matrix Framework for Business Banking Practitioner – 120117

A Business Banking Practitioner works in financial institutions to helps their clients manage their finances in the most successful way possible, by facilitating processes to help them navigate the numerous services, procedures and products available, including stocks, bonds, loans, international transactions, real estate, trade credits, insurance policies and more. They perform analysis of the clients’ financial services needs and determine the best options to meet these needs. A competent candidate shall demonstrate among others the following attributes: honesty, punctuality, initiative, critical analysis, integrity, ethics, professionalism.

A qualified learner will be able to:

• Maintain and develop efficient relationship with business development team and promote banking business.
• Analyse customer portfolio for business banking clients and maintain optimal client relationships for new business acquisition.
• Establish customer requirements and recommend appropriate loan products and initiate approvals.
• Monitor all queries for present customer and assist in resolving all issues for new requirements.
• Design product launches and marketing campaigns and provide optimal levels of customer service and ensure satisfaction.
• Assist commercial clients with all information for managing accounts.

Note: The framework consists of the Knowledge Module Titles, Practical Module Titles, Workplace Experience Module Titles (if applicable to curriculum), Topics and elements – the developer is required to slot in the page numbers against each topic, topic element and codes which is provided in the framework.