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1. Retail Banking Service Delivery
QF Level ( 1234567 )
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1. Retail Banking Service Delivery
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 3
Code:
107297L3
Name:
Handle customer's enquiries in relation to account services and services offered via different channels including digital banking platforms
QF Level:
Level 3
Code:
107298L3
Name:
Open bank accounts for customers
QF Level:
Level 3
Code:
107299L3
Name:
Maintain and terminate bank accounts for customers
QF Level:
Level 3
Code:
107300L3
Name:
Process accounts transactions for customers
QF Level:
Level 3
Code:
107301L3
Name:
Process interbank and foreign exchange transactions for customers
QF Level:
Level 3
Code:
107302L3
Name:
Handle remittance transactions
QF Level:
Level 3
Code:
107303L3
Name:
Provide counter services in bank branches
QF Level:
Level 3
Code:
107304L3
Name:
Perform cross-selling over counter to help promote bank products and services in branches
QF Level:
Level 3
Code:
107314L3
Name:
Handle applications of general insurance and saving products
QF Level:
Level 3
Code:
107319L3
Name:
Handle applications of credit / debit cards for customers
QF Level:
Level 3
Code:
107331L3
Name:
Perform frontline phone banking activities
QF Level:
Level 4
Code:
107292L4
Name:
Oversee frontline branch service delivery
QF Level:
Level 4
Code:
107293L4
Name:
Handle issues of frontline branch services
QF Level:
Level 4
Code:
107294L4
Name:
Arrange products and services promotion in branch
QF Level:
Level 4
Code:
107295L4
Name:
Fulfill banking law and other legal requirements when processing transactions for customers
QF Level:
Level 4
Code:
107296L4
Name:
Monitor different types of banking transactions related to negotiable instruments
QF Level:
Level 4
Code:
107306L4
Name:
Understand customers needs in loan financing
QF Level:
Level 4
Code:
107307L4
Name:
Gain customer's commitment on terms of loan agreement
QF Level:
Level 4
Code:
107308L4
Name:
Oversee the loan application processes
QF Level:
Level 4
Code:
107309L4
Name:
Conduct assessment on loan application
QF Level:
Level 4
Code:
107311L4
Name:
Conduct financial planning assessment for customers
QF Level:
Level 4
Code:
107312L4
Name:
Conduct regular review on customer's financial portfolio
QF Level:
Level 4
Code:
107313L4
Name:
Handle applications of investment and investment linked insurance products
QF Level:
Level 4
Code:
107318L4
Name:
Promote card products and / or special features of credit cards to customers
QF Level:
Level 4
Code:
107326L4
Name:
Oversee call center service delivery
QF Level:
Level 4
Code:
107327L4
Name:
Oversee digital banking service delivery
QF Level:
Level 4
Code:
107328L4
Name:
Oversee the direct sales service delivery
QF Level:
Level 4
Code:
107329L4
Name:
Manage the performance of ATM services
QF Level:
Level 4
Code:
107330L4
Name:
Manage performance of vendors to ensure quality service is provided to customers
QF Level:
Level 5
Code:
107290L5
Name:
Design service delivery activities for branch
QF Level:
Level 5
Code:
107291L5
Name:
Establish service standards of bank branch counter services
QF Level:
Level 5
Code:
107305L5
Name:
Provide consultative advice to customers on loan product alternatives and related credit risk
QF Level:
Level 5
Code:
107310L5
Name:
Provide investment, insurance or saving options to customers
QF Level:
Level 5
Code:
107315L5
Name:
Conduct review on existing card products
QF Level:
Level 5
Code:
107316L5
Name:
Recruit credit card merchant members
QF Level:
Level 5
Code:
107317L5
Name:
Manage credit card merchants
QF Level:
Level 6
Code:
107320L6
Name:
Develop strategies, policies and processes for the services of digital banking channels
QF Level:
Level 7
No Item
Note:
  • The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
  • The contents of all SCSs will be updated regularly.
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