Elements and Performance Criteria
- Prepare for the interview.
- Conduct customer interview.
- Explain interview purpose, process and identification requirements.
- Check customer's documentation, including personal details to ensure it is according to postal enterprise guidelines and regulatory requirements of authorising agency.
- Ensure interview conditions and facilities are according to postal enterprise and authorising agency requirements.
- Record comments according to requirements of postal enterprise and authorising agency.
- Sight customer's original documentation and question customer effectively to ensure information provided is authentic and appropriate according to postal enterprise and authorising agency requirements.
- Confirm applicant identification, checking quality, consistency and identification details of all relevant documents and photographs according to requirements of postal enterprise and authorising agency.
- Confirm and cross-check documented details to ensure consistency and validity.
- Request, sight and include additional evidence as required to address regulatory requirements.
- Access all relevant information sources to confirm application is according to customer and regulatory body requirements.
- Finalise application.
- Remind customer of their responsibility to provide accurate information and inform them of arrangements to finalise the application.
- Accept and record payment according to requirements of postal enterprise and authorising agency.
- Amend or cancel previous documentation or arrangements as required according to requirements of postal enterprise and authorising agency.
- Verify completed application according to postal enterprise policy and procedures.
- Offer delivery options and organise according to postal enterprise and authorising agency policy and procedures.
- Complete declaration and record transaction according to requirements of postal enterprise and authorising agency.
- Provide customer with relevant information about further steps in the process according to requirements of postal enterprise and authorising agency.
- Maintain confidentiality according to privacy requirements and postal enterprise policy and procedures.
- Record application details and forward to the relevant authority according to requirements of postal enterprise and authorising agency.