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: 

Communicate banking product information and provide product support to sales clients 
SAQA US ID UNIT STANDARD TITLE
7255  Communicate banking product information and provide product support to sales clients 
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 4  NQF Level 04  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

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 
People credited with this unit standard are able to: determine and communicate product purposes, features and benefits; explain physical specifications and operating requirements; communicate safety aspects and provisions of warranties, guarantees and product and service undertakings; demonstrate product operations and provide product performance feedback processes 

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

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Determine and communicate product purposes, features and benefits 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Product purposes, design features, and actual and potential benefits are identified and clarified to facilitate communication of product information to sales clients. 

ASSESSMENT CRITERION 2 
2. Communication processes that are consistent with identified buyer information needs are established with existing and potential sales clients in relation to product purposes, design features and benefits. 

ASSESSMENT CRITERION 3 
3. Information relating to product purposes, features and benefits is communicated to sales clients in a manner that meets their information needs. 

SPECIFIC OUTCOME 2 
Explain physical specifications and operating requirements 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Physical specifications of products are detailed in accordance with manufacturer's information and are communicated to sales clients in a manner that meets their information needs. 

ASSESSMENT CRITERION 2 
2. Operating requirements for products are detailed in accordance with manufacturer's information and are communicated to sales clients in a manner that meets their information needs. 

SPECIFIC OUTCOME 3 
Communicate safety aspects and provisions of warranties, guarantees and product undertakings 
OUTCOME NOTES 
Communicate safety aspects and provisions of warranties, guarantees and product and service undertakings. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Safety aspects of products are identified and verified in terms of legal requirements, regulations and organisational policies. 

ASSESSMENT CRITERION 2 
2. Provisions of warranties are clarified in terms of manufacturer, supplier and buyer responsibilities. 

ASSESSMENT CRITERION 3 
3. Product and service undertakings given by the sales organisation are clarified in terms of the nature and extent of commitments made. 

ASSESSMENT CRITERION 4 
4. Information relating to safety aspects and provisions of warranties, guarantees and product and service undertakings is communicated to sales clients in a manner that meets their information needs. 

SPECIFIC OUTCOME 4 
Demonstrate product operations 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Demonstration is carried out in accordance with operation instructions and shows product purposes, features, benefits and safety aspects. 

ASSESSMENT CRITERION 2 
2. Demonstration is consistent with client needs for, and uses of the product. 

SPECIFIC OUTCOME 5 
Establish product performance feedback processes 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Sales organisation communication processes that provide for monitoring of product performance and feedback on the extent of satisfaction with product performance are established with manufacturers, suppliers and clients. 


UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
Accreditation process (including moderation):
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • 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.
  • 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 
    Learners are able to:
  • Communicate product information to sales clients
  • Interpret the principles of the Code of Banking Practice as it relates to provision of information
  • Identify product performance feedback processes
  • Relate product features, benefits and terms of conditions to client needs 


  • Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO COMMUNICATING 
    The learner is able to communicate effectively both verbally and in writing when communicating product information and in providing product support to sales clients. 

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

    UNIT STANDARD NOTES 
    Legal requirements:

    Code of Banking Practice

    Assessment against unit standard:

    Assessment practices against this unit standard should meet the requirements of established assessment principles, such as validity, reliability and fairness. Assessment activities and tools, which are appropriate to the context in which learners are working, should be used. The assessment should ensure that all the specific outcomes, critical cross-field outcomes, and essential embedded knowledge are assessed. Learners are required to demonstrate that they can perform the specific outcomes with understanding and reflexivity and, where applicable, within all the situations and circumstances defined by the range statement(s). 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  20185   Further Education and Training Certificate: Banking  Level 4  NQF Level 04  Reregistered  2023-06-30  BANKSETA 


    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. Absa Learning & Development 
    2. Bidvest Bank 
    3. Chartall Business College 
    4. Compuscan Academy 
    5. Cornerstone Performance Solutions (Pty) Ltd 
    6. Felix Risk Training Consultants 
    7. Firstrand Bank - Benmore 
    8. Nedbank Ltd 
    9. The Facilitation Workshop 



    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.