Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1 Prepare for customer engagement

1.1 Obtain and study product or service details relating to customer engagement

1.2 Study prepared engagement guides or scripts

1.3 Locate sources of information that may be required to develop product and service expertise

1.4 Develop an understanding of enterprise policies and procedures and personal targets or key performance indicators (KPIs)

1.5 Develop proficiency with equipment and systems to effectively and efficiently manage engagement

1.6 Clarify details as required with relevant personnel

2 Provide quality service in response to customer queries

2.1 Use technology to respond to customer queries

2.2 Greet customer according to enterprise protocol and encompass cultural diversity

2.3 Establish and clarify customer needs

2.4 Satisfy customer needs promptly, efficiently and effectively to maximise customer satisfaction and minimise delays and need to refer customer elsewhere

2.5 Respond to customer concerns in a positive manner and in line with enterprise policy for complaint resolution

2.6 Treat customer with respect and courtesy, and enhance and develop customer loyalty

2.7 Complete follow-up action according to engagement escalation policy, timeframes, business rules and practices, and in line with customer expectations

3 Arrange provision of product or service

3.1 Respond appropriately to customer requirements and identify relevant options

3.2 Select appropriate product or service in consultation with customer

3.3 Agree actions or orders with customer giving consideration to maximising value and service delivery to customer

3.4 Consider customer retention options that can be applied to engagement

3.5 Use clear, simple and easy to understand language and ensure responses are comprehensive

4 Respond to customer enquiries

4.1 Adapt to the requirements and expectations of various customers when working in an outsource environment and dealing with multiple customer bases

4.2 Escalate enquiries or orders that cannot be satisfied immediately

4.3 Supply follow-up information to customer as required and in a timely manner

4.4 Observe organisational regulations and standards throughout transaction

4.5 Record details of engagement according to policy

4.6 Record and report difficulties not escalated but that may present an opportunity for continuous improvement

Skill 

Performance 

Criteria 

Description 

Reading

1.1-1.4, 3.1, 4.4

• Identifies and evaluates a range of texts to determine product information, performance standards and guidelines, and business requirements

Writing

3.5, 4.2-4.6

• Prepares clear and specific information which conveys an understanding of service requirements, outcomes and alternatives for customers and workplace personnel

Oral Communication

1.6, 2.2-2.6, 3.1, 3.2 3.4, 3.5, 4.3

• Articulates clearly, using industry-specific language suitable to audience to convey requirements and listening and questioning techniques to confirm understanding

Navigate the world of work

1.4, 2.5, 2.7, 4.2 4.4

• Recognises organisational expectations and follows explicit protocols and procedures, regulations and standards in performance of job role

Interact with others

2.2, 2.3, 2.5, 2.6 3.3, 4.1, 4.3

• Follows accepted communication practices and protocols in the provision of customer service.
• Adjusts communication style in response to differences in customer profile, expectations and requirements

Get the work done

1.1-1.6, 2.1, 2.4, 2.7, 3.1, 3.2, 3.4 4.3, 4.6

• Plans and implements routine customer service tasks and related workload, making limited decisions on sequencing and timing with support as required from relevant personnel
• Analyses task requirements to decide on appropriate customer service options
• Identifies difficulties that might present continuous improvement opportunities
• Understands purposes, specific functions and key features of common digital systems and tools and operates them effectively to manage customer communication

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBCUE203 Conduct customer engagement

BSBCCO203A Conduct customer engagement

Updated to meet Standards for Training Packages

Name changed to reflect industry practice

Equivalent unit

Release 

Comments 

Release 1

This version first released with Business Services Training Package Version 1.0.