Part of Qualification: National Certificate in Banking

NQF Level: 5

Credits: 50

Duration: 4 months

The purpose of this Skills Programme

Relationships in banking are key to sustained business success and it is vital that the banker ensures a mutually beneficial business banking opportunity. The banker must understand that a relationship with a client should only be entered into once the bank has ensured that it will be to its benefit to do business with the client.

The quality of customer relationships is central to improving business performance. For this reason, financial institutions need to ensure that the relationships that are developed will contribute to its success.

The purpose of this programme is to familiarise the learner with the importance of the value of the relationship entered into with the client, ensuring a mutually beneficial relationship for both the customer and the bank. This programmes aims to assist the learner to determine the banking-related financial needs of the business and to assess the viability of the business banking opportunity.

The following module forms part of this programme:

Unit Standard Description Credits
7345 Determine the banking-related financial needs of a business 20
7346 Assess the viability of a business banking opportunity 30