This unit involves the skills and knowledge required to apply routine customer service skills in accordance with workplace standards and procedures.
It includes dealing with customer inquiries, monitoring customer satisfaction and taking appropriate action to satisfy customer needs.
It involves implementing customer service principles and procedures in day-to-day interactions with internal and external customers as part of workplace operations.
Work is performed under supervision.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
Elements describe the essential outcomes.
Performance criteria describe the performance needed to demonstrate achievement of the element.
Deal with customer inquiries
Customer inquiries are responded to courteously and efficiently by phone and face-to-face
Questions are used to clarify customer needs or concerns
Assistance from other staff is sought when customer inquiries cannot be fully answered
Product, service and/or operational knowledge is used to answer customer queries or to respond to customer needs
Customer inquiries and associated action are recorded and reported in accordance with workplace procedures
Monitor customer satisfaction
Customer is greeted cordially in accordance with workplace procedures
Customer requirements are dealt with according to workplace procedures
Special needs are addressed in accordance with workplace policies
Appropriate feedback is provided to managers and internal and/or external customers
Evidence of Performance
Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:
applying relevant legislation and workplace procedures
communicating effectively with others when providing customer service, including using appropriate telephone techniques
completing documentation related to providing customer service
handling customer queries and complaints effectively
interpreting and following operational instructions and prioritising work
reporting and/or rectifying identified problems effectively, in accordance with regulatory requirements and workplace procedures
reading and interpreting instructions, procedures, information and labels relevant to providing customer service
working collaboratively with others to:
provide quality customer service
identify, define and solve problems
working systematically with required attention to detail
writing simple reports and records of inquiries.
Evidence of Knowledge
Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:
customer service policies and procedures
products and/or services provided by the workplace
relevant duty of care responsibilities
relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and regulations
sources of information and documentation needed for workplace operations
types of operations carried out in the workplace
workplace procedures relevant to work activities.
As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.
As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.
Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.
Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulations
relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.
Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.
Range is restricted to essential operating conditions and any other variables essential to the work environment.
Non-essential conditions can be found in the Companion Volume Implementation Guide.
I â€’ Customer Service