Advanced Options:
2. Retail Banking Operations and Support
QF Level ( 1234567 )
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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:
107335L3
Name:
Execute daily operations in branches
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:
107346L3
Name:
Handle loan operations
QF Level:
Level 3
Code:
107352L3
Name:
Maintain transaction records for investment, insurance and saving services
QF Level:
Level 4
Code:
107334L4
Name:
Plan and support branch operations implementation
QF Level:
Level 4
Code:
107342L4
Name:
Verify information on loan applications
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 4
Code:
107356L4
Name:
Manage credit card business portfolio
QF Level:
Level 4
Code:
107357L4
Name:
Handle credit card transactions processing
QF Level:
Level 4
Code:
107360L4
Name:
Monitor quality of vendor services
QF Level:
Level 5
Code:
107333L5
Name:
Design and review daily operation procedures
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:
107354L5
Name:
Approve or decline credit card applications
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:
107338L6
Name:
Formulate policies and guidelines for loan operations
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.
Copyright:
  • All the Specification of Competency Standards (SCS) for industries and other related materials contained in this website are protected by copyright, which is owned by the Government of the Hong Kong Special Administrative Region.
  • Permission is granted for users to download the SCSs to store them in local computers, provided that this is solely for personal or non-commercial internal use, and provided further that this copyright notice is downloaded at the same time.
  • Save the above permitted use, any other use (including without limitation any reproduction, adaptation, distribution, dissemination or making available to the public) of the SCSs is strictly prohibited.