This module is about providing personal advice to a customer where we can take into consideration one or more of the customer’s objectives, financial situation and needs.
If you are not accredited to provide personal advice, always refer the customer to an appropriately qualified team member.
Bankers who are accredited to give Deposit Products general advice only are encouraged to complete this module to gain an understanding of the products and solutions available, but are reminded you are limited to providing product factual information that does not take into account the customer’s personal circumstances.
Download the iSource app from the Group One.CBA intranet Apps for the latest detailed information on Personal Products and Solutions. Use this app along with the Business Banking PPL app to obtain all your policy, product and process information.