NZQA Expiring unit standard 16776 version 7 Page 1 of 5 Title Communicate with contact centre customers Level 3 Purpose Credits 3 This unit standard is for contact centre customer service representatives (CSR), and covers communications with internal and external customers by oral and written means using contact centre technology. People credited with this unit standard are able to: greet customers in a contact centre and identify their needs; meet customer needs in a contact centre; close interaction and complete records in a contact centre; and communicate with challenging customers in a contact centre. Classification Contact Centres > Contact Centre Operations Available grade Achieved Entry information Recommended skills and knowledge Unit 26848, Demonstrate knowledge of legislation applicable to contact centres. Explanatory notes 1 This unit standard has been developed for learning and assessment on-job. 2 References Companies Act 1993; Consumer Guarantees Act 1993; Credit Contracts and Consumer Finance Act 2003; Fair Trading Act 1986; Financial Transactions Reporting Act 1996; Human Rights Act 1993; Privacy Act 1993; Securities Regulations 2009; and all subsequent amendments and replacements. The Skills Organisation SSB Code 100401 New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 16776 version 7 Page 2 of 5 3 Definitions Contact centre – an organisational unit that acts as a focal point for communication between organisations and customers using live voice telephony and/or information technology to meet service purposes. Contact centres exist across a wide range of industries. Examples include – banking, insurance, telecommunications, computer companies, retailers and suppliers of services, local government, government agencies, travel industry, market research companies, and charity organisations. Company procedures – policies, procedures, and/or guidelines currently in use in the contact centre. CSR – Customer Service Representative. Customer – both internal and external customers and refers to the recipient of goods and/or services. Interaction – includes but are not limited to communication across all types of media used for customer contact in a contact centre such as phone calls, emails, webchat, SMS, facsimile, video calling, and other social media. SMS – Short Message Service, also referred to as text messaging. 4 The contact centre industry considers the complexity and technology of the contact centre environment to be such that competency in the skills of this unit standard are not able to be fully demonstrated under simulated conditions. Assessment must therefore only take place after a period of practical work experience in an actual contact centre. 5 Range For outcomes 1-3, evidence of three interactions is required. All activities and evidence presented for outcomes and evidence requirements in this unit standard must be in accordance with company procedures. Outcomes and evidence requirements Outcome 1 Greet customers in a contact centre and identify their needs. Range examples of customer needs may include but are not limited to – standard enquiries, problem solving, enquiries outside the usual range of goods and/or service provision, multiple but linked needs, issue recognition. Evidence requirements 1.1 Interaction is answered and customer is greeted. Range 1.2 greeting requirements may include but are not limited to – standard welcome message, standard response to interaction, warmth and smile in voice, tone and modulation, courtesy, timeliness, grammar and syntax. Rapport is established with customer and customer needs are identified. Range The Skills Organisation SSB Code 100401 establishing rapport may include but is not limited to – full attention, open and closed questions, clarifying, reflecting, paraphrasing, summarising, using customer name. New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 16776 version 7 Page 3 of 5 1.3 Customer needs are identified in accordance with company procedures and customer’s requirements. 1.4 Customer needs are analysed and steps to meet their needs are identified. Outcome 2 Meet customer needs in a contact centre. Evidence requirements 2.1 Options for meeting customer needs are explained, and a course of action agreed where appropriate. Range 2.2 Customer needs outside CSR’s immediate responsibility or authority are met. Range 2.3 may include but are not limited to – referral to other services, referral to supervisor. Interaction information is recorded. Range 2.4 options may include but are not limited to – presentation of information, solutions, goods and services, products; explanation may include but is not limited to – advantages and disadvantages of the options, customer education where expectations are unrealistic. recorded information may include but is not limited to – date, nature of enquiry, action taken, follow-up details. Written communication complies with content and layout of company procedures; and is clear, accurate, concise, spell checked, and complies with the rules of English grammar and syntax. Range The Skills Organisation SSB Code 100401 written communication may include but is not limited to – emails, letters, faxes, internal memorandum, webchat, blogs, and other social media; content and layout of company procedures may include but is not limited to – addressing and signing, workplace security, level of delegation, level of responsibility, etiquette, use of jargon, attachments, weblinks. New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 16776 version 7 Page 4 of 5 Outcome 3 Close interaction and complete records in a contact centre. Evidence requirements 3.1 Customer interaction is closed. Range 3.2 closure may include but is not limited to – confirmation of agreement made, use of customer’s name, invitation to use goods and/or services again, thanks for patronage, positive use of language, next course of action, summarising interaction, farewell statement. Records are completed. Range records may include but is not limited to – database, legal requirements, diary notes, invoices, stock control, sales slips, any other relevant follow-up documentation. Outcome 4 Communicate with challenging customers in a contact centre. Range challenging customers may include but are not limited to – angry customers, sad customers, confused customers, stressed customers, customers for whom English is not the first language. Evidence requirements 4.1 Communication skills used ensure that the customer’s requirements are identified. Range 4.2 communication skills may include but are not limited to – maintaining calm tone of voice, acknowledging a dissatisfied customer’s grievance, paraphrasing and checking for understanding, using open questions and prompts. Course of action proposed is appropriate for customer needs, and within CSR's limits of authority. Replacement information This unit standard and unit standard 16784 have been replaced by unit standard 28268. This unit standard is expiring. Assessment against the standard must take place by the last date for assessment set out below. The Skills Organisation SSB Code 100401 New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 16776 version 7 Page 5 of 5 Status information and last date for assessment for superseded versions Process Version Date Last Date for Assessment Registration 1 25 July 1999 31 December 2011 Review 2 25 February 2000 31 December 2011 Revision 3 3 April 2001 31 December 2011 Review 4 26 July 2005 31 December 2012 Review 5 9 December 2010 31 December 2012 Revision 6 8 December 2011 31 December 2017 Review 7 17 April 2014 31 December 2017 Consent and Moderation Requirements (CMR) reference 0003 This CMR can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. Please note Providers must be granted consent to assess against standards (accredited) by NZQA, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment. Industry Training Organisations must be granted consent to assess against standards by NZQA before they can register credits from assessment against unit standards. Providers and Industry Training Organisations, which have been granted consent and which are assessing against unit standards must engage with the moderation system that applies to those standards. Requirements for consent to assess and an outline of the moderation system that applies to this standard are outlined in the Consent and Moderation Requirements (CMR). The CMR also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements. The Skills Organisation SSB Code 100401 New Zealand Qualifications Authority 2016