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| Section | Objectives |
|---|---|
| Topic 1: Professionalism and Ethics | - Professional conduct
|
| Topic 2: Financial Industry Knowledge | - Financial services context
|
| Topic 3: Communication Skills | - Effective communication
|
| Topic 4: Problem Solving and Conflict Resolution | - Customer issue handling
|
| Topic 5: Principles of Customer Service | - Customer service fundamentals
|
| Topic 6: Regulatory Compliance | - Rules and standards
|
1. When communicating with a customer using email you should:
A) Keep the email courteous, short and to the point.
B) Make sure the email title lets the person know what it is about.
C) All of the above.
D) Read through the email before sending.
2. A person who is always keen to tell you what they have done and the difficulties they have had to overcome is known in customer service as a:
A) Chronic complainer.
B) Time watcher.
C) Time waster.
D) Recognition seeker.
3. Customer expectations:
A) Are never likely to be met.
B) Should always be met.
C) Can sometimes not be met.
D) Can rarely be met.
4. Many organisations have something called a USP. This means they have a:
A) Unique sales position.
B) Unique sales pitch.
C) Unusual service product.
D) Unique selling point.
5. When you are busy and you answer the phone, immediately, and politely tell the caller that you are very busy and you will ring them back later, then you are:
A) Likely to get in trouble with your boss.
B) Letting the caller know how hard you work.
C) Using a good time management technique.
D) Ignoring a potential customer.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: D | Question # 3 Answer: C | Question # 4 Answer: D | Question # 5 Answer: C |
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