Advanced Options:
2. Retail Banking Operations and Support
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 3
Code:
107336L3
Name:
Prepare and maintain manual account journal and ledges for recording
QF Level:
Level 3
Code:
107337L3
Name:
Reconcile the Balance Sheet and Profit and Loss Accounts of Bank Branch
QF Level:
Level 3
Code:
107344L3
Name:
Handle approved secured and unsecured loan transaction processing
QF Level:
Level 3
Code:
107345L3
Name:
Maintain secured and unsecured loan account transaction records
QF Level:
Level 3
Code:
107352L3
Name:
Maintain transaction records for investment, insurance and saving services
QF Level:
Level 4
Code:
107343L4
Name:
Conduct valuation or monitor external vendors to process the valuation on the collateral of customers
QF Level:
Level 4
Code:
107351L4
Name:
Provide operations support on wealth management services
QF Level:
Level 5
Code:
107339L5
Name:
Approve or decline secured and unsecured loan applications
QF Level:
Level 5
Code:
107340L5
Name:
Develop and monitor property and other collaterals' valuation process
QF Level:
Level 5
Code:
107341L5
Name:
Oversee operations support on secured and unsecured loan processing
QF Level:
Level 5
Code:
107348L5
Name:
Formulate terms and conditions for wealth management services
QF Level:
Level 5
Code:
107349L5
Name:
Develop service protocol together with product vendors for wealth management services
QF Level:
Level 5
Code:
107350L5
Name:
Oversee operations support on wealth management services
QF Level:
Level 5
Code:
107355L5
Name:
Oversee credit card account and transactions processing
QF Level:
Level 5
Code:
107358L5
Name:
Develop vendor acquisition plan for credit card services
QF Level:
Level 5
Code:
107359L5
Name:
Oversee procurement and monitor vendors' performance related to credit card service provision
QF Level:
Level 6
Code:
107332L6
Name:
Formulate bank-wide policies and procedures of operation and support
QF Level:
Level 6
Code:
107347L6
Name:
Formulate polices and guidelines for wealth management operations
QF Level:
Level 6
Code:
107353L6
Name:
Develop and enforce policies and operational procedures on credit card business
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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