SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Educate a customer on bank products and services 
SAQA US ID UNIT STANDARD TITLE
7316  Educate a customer on bank products and services 
ORIGINATOR
SGB Banking and Micro Finance 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
BANKSETA - Banking Sector Education and Training Authority 
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  4 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2026-06-30   2029-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is intended for a person who trains bank customers on banking products and services. A person credited with this unit standard will be able to prepare for, conduct and review a training session. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Open 

UNIT STANDARD OUTCOME HEADER 
Prepare for the training session on bank products 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Prepare for the training session on bank products and services. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The learning session is planned and prepared in accordance with the identified training need. 

ASSESSMENT CRITERION 2 
2. An overview of the session is given to and discussed with the customer to identify additional needs. 

ASSESSMENT CRITERION 3 
3. The relevant equipment and materials are made available for training and are in working order. 

SPECIFIC OUTCOME 2 
Conduct a training session on a bank product or service. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The features and benefits of the product or service are explained to the customer so that the customer gains understanding of the product or service. 

ASSESSMENT CRITERION 2 
2. The operation of the product or service is demonstrated effectively to show the capability of the product or service. 

ASSESSMENT CRITERION 3 
3. A practice opportunity is provided for the customer. 

ASSESSMENT CRITERION 4 
4. Feedback of the customer's progress is provided in a constructive manner. 

SPECIFIC OUTCOME 3 
Evaluate the training session on bank products and services. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The effectiveness of training is assessed to determine whether transfer of learning has taken place. 

ASSESSMENT CRITERION 2 
2. Feedback is communicated to the relevant stakeholders in accordance with customer and company specific requirements. 

ASSESSMENT CRITERION 3 
3. Follow-up visits and calls are made to identify further needs. 


UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
1. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.

2. Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.

3. Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.

Therefore anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency, assessor or provider institution which is accredited by the relevant ETQA. 

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • product Knowledge - (the particular electronic product)
  • technical and technological competence - (the particular product)
  • particular product and system links
  • ability to train 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    To identify and solve problems when critically assessing the customer's needs for training and planning to meet that need as well as when critically assessing the customer's needs for further training or for other products. 

    UNIT STANDARD CCFO ORGANISING 
    To organise one's activities effectively by planning for the training session, making available all necessary equipment and materials and by making follow-up calls and visits. 

    UNIT STANDARD CCFO COLLECTING 
    To collect and evaluate information critically when assessing the effectiveness of training. 

    UNIT STANDARD CCFO COMMUNICATING 
    To communicate effectively when giving the customer the overview of the training session, explaining the features and benefits of the product, demonstrating the operation of the product or service, giving the customer feedback on his progress, giving feedback to the relevant stakeholders and by making follow-up calls and visits to the customers. 

    UNIT STANDARD CCFO SCIENCE 
    To use technology effectively when explaining the features and benefits of the product or service and operating the product or service. 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  61589   National Certificate: Banking  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Advanced Assessments and Training (Pty) Ltd 
    2. AFRICAN BANK LTD 
    3. Chartall Business College 
    4. CHARTER ACADEMY 
    5. Cornerstone Performance Solutions (Pty) Ltd 
    6. Cornerstone Supreme ( Pty ) Ltd 
    7. Damelin (Pty) Ltd 
    8. Felix Risk Training Consultants 
    9. Plumb Line Risk Alignment 
    10. Production Management Institute of Southern Africa (Pty) Ltd 
    11. Riverwalk Trading 151 CC trading as Culhane Consulting 
    12. Standard Bank Personal and Business Banking 
    13. The Academy of Financial Markets 
    14. The Institute of Literacy Advancement 
    15. THE SHERQ CENTRE OF EXCELLENCE PTY LTD 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.