Modification History
Revised unit
Unit updated and equivalent to PRMCMN202A Provide effective client service.
Unit Descriptor
This unit of competency specifies the outcomes required to provide effective client service. It covers establishing client relationships, identifying client needs, and meeting those needs via the delivery of services or by providing information and advice on products and services. The skills and knowledge required will apply to initial or repeat client encounters, either on company or client premises.
Application of the Unit
This unit of competency supports employees without managerial or supervisory responsibilities. The unit may be expected to apply to a worker who has routine contact with internal or external clients and is providing routine, well-defined services and products to clients. It would usually be carried out under routine supervision, within company guidelines.
Licensing/Regulatory Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Pre-Requisites
Not applicable.
Employability Skills Information
This unit contains employability skills.
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
1 |
Establish working relationship with client. |
1.1 |
Client is greeted courteously according to company requirements and workplace procedures . |
1.2 |
Communication during client contacts is clear, accurate and courteous according to company requirements. |
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1.3 |
Business relationship is developed by responding to clients in a manner that personalises service and respects cultural diversity. |
2 |
Identify client needs. |
2.1 |
Client needs are identified according to workplace procedures and company requirements. |
2.2 |
Client requests are analysed and where necessary confirmed with client or others to identify exact requirements, according to company requirements. |
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2.3 |
Personal limitations are identified while addressing client needs and assistance is sought from work group according to company requirements. |
3 |
Deliver service to client. |
3.1 |
Prompt client service is provided to meet identified needs according to company requirements. |
3.2 |
Suggestions and complaints are treated positively and politely and used to improve personal and company practice according to company requirements. |
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3.3 |
Opportunities to enhance quality of products, services and client contacts are identified wherever possible. |
4 |
Provide effective client service on client premises. |
4.1 |
Workplace procedures are carried out in a timely and professional manner and according to company requirements. |
4.2 |
Alternative arrangements are negotiated with clients when commitments cannot be met, according to workplace procedures and company requirements. |
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4.3 |
Operations and services are provided to satisfy client delivery needs and company requirements. |
5 |
Maintain personal presentation standards and present a professional image. |
5.1 |
Company uniform is maintained to present an image consistent with company requirements. |
5.2 |
Specific presentation requirements are maintained according to company requirements. |
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5.3 |
Visible work area is kept tidy and uncluttered according to company requirements. |
6 |
Promote company’s products and services to potential and existing client. |
6.1 |
Products and services of benefit to client are explained clearly and accurately according to company requirements. |
6.2 |
Sales brochures and product information are provided to client according to company requirements. |
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6.3 |
Confidentiality of product and service information is maintained according to company requirements. |
7 |
Present positive company image using effective communication techniques. |
7.1 |
Professional ethics are maintained to enhance client commitment and build return client base. |
7.2 |
Image and good standing are maintained by taking timely action with client according to company requirements. |
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7.3 |
Effective service environment is created through effective communication techniques . |
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7.4 |
Communication equipment is used effectively and efficiently according to company requirements. |
Required Skills and Knowledge
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. |
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Overview of assessment |
This unit of competency could be assessed by observing the provision of a range of effective client services. |
Critical aspects for assessment and evidence required to demonstrate competency in this unit |
A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit. In particular the person should demonstrate the ability to:
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Context of and specific resources for assessment |
Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements. Resource implications for assessment include access to:
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Method of assessment |
Assessment methods must:
This unit could be assessed on its own or in combination with other units relevant to the job function. |
Guidance information for assessment |
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support. Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed. |
Range Statement
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. |
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Client may be either internal or external and include: |
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Company requirements may include: |
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Workplace procedures may include: |
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Client contacts may include: |
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Client needs may relate to: |
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Work groups may include: |
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Suggestions and complaints may include: |
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Opportunities to enhance quality of products and services may include procedures for: |
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Commitments may be: |
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Uniform may include: |
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Information may be: |
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Product and service information may include: |
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Communication techniques may include: |
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Communication equipment may include: |
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Unit Sector(s)
Common
Custom Content Section
Not applicable.