BSBCUE307
Work effectively in customer engagement


Application

This unit describes the skills and knowledge required to conduct customer engagement operations. It requires an understanding of organisational requirements, expectations, policies and procedures.

It applies to individuals who apply a broad range of competencies in a varied work context, using some discretion and judgement and relevant theoretical knowledge, and who may provide technical advice and support to a team. This work is undertaken with some supervision and guidance.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Identify requirements of customer engagement role

1.1 Identify specific customer engagement operations and relate these in industry-wide context

1.2 Identify role of customer engagement in relation to the organisation

1.3 Identify personal customer engagement role and operations

1.4 Relate personal operations to organisation’s customer engagement objectives

1.5 Identify major components of customer engagement infrastructure

1.6 Relate personal operations to customer engagement infrastructure

2 Manage personal performance

2.1 Use available resources, systems and support effectively

2.2 Identify key performance indicators (KPIs) and comply with organisational processes and reporting protocols, policies and procedures

2.3 Comply with organisational, regulatory and legislative requirements

2.4 Identify personal performance requirements and expectations and adopt strategies to achieve them

2.5 Identify and participate in performance management and development processes

3 Maintain a professional approach to employment

3.1 Display a positive and ethical approach to employment and role

3.2 Identify realistic short and long-term career objectives

3.3 Relate personal capabilities to current role and career objectives

3.4 Identify strategies for projecting a professional image in current role

3.5 Contribute to promotion of the organisation and its staff, to customers

4 Participate in a workplace team

4.1 Identify team member roles and team structure and interact cooperatively with team members

4.2 Recognise, acknowledge and contribute to formation and achievement of team objectives

4.3 Recognise and respond positively to conflict within team

4.4 Provide feedback to enhance team performance

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill

Performance

Criteria

Description

Reading

2.2-2.5

Identifies and evaluates texts of varying complexity to determine relevant legislative, regulatory and organisational requirements, and interprets performance management and development information

Oral Communication

2.5, 3.5, 4.2, 4.3

Engages with others using clear articulation and appropriate language, tone and pace suitable to audience and environment

Exchanges information through listening and questioning

Navigate the world of work

1.1-1.6, 2.1-2.5, 3.1-3.5

Understands nature and purpose of own role and associated responsibilities and how it contributes to organisational goals and outcomes,

Complies with explicit protocols, policies and procedures and legal and regulatory requirements relevant to own role and work context

Assesses skills used in current role and analyses how they may assist achievement of longer-term goals

Uses organisational support and development opportunities to increase skill range and improve performance

Interact with others

4.1-4.4

Cooperates with team members and contributes to achievement of joint outcomes

Uses a range of strategies to build connections and rapport with team members including provision of feedback and taking a constructive approach to resolution of conflicts of opinion

Get the work done

2.1, 2.4, 3.4, 3.5 4.2-4.4

Plans approach to work role and associated tasks and responsibilities accepting stated goals and aiming to achieve them efficiently

Analyses own attitudes and presentation and uses them to achieve professional performance in a team

Recognises value of conflict resolution and feedback to achieve continuous improvement within team and work context


Sectors

Stakeholder Relations – Customer Engagement