Unit of competency Outline

Date retreived
22/07/2026 10:16 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Deliver a service to customers

Deliver a service to customers

Unit of competency
National Code
BSBCUS201B
State Code
S8071
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
28/11/2011
State Implementation and Classification
Approved Date
09/10/2014
Field of Education
080501 - Sales
Original Release Date
09/10/2014
Nominal Hours
40
Description
This unit describes the performance outcomes, skills and knowledge required to deliver all aspects of customer service at an introductory level. It includes creating a relationship with customers, identifying their needs, delivering services or products and processing customer feedback.
Notes
Elements and Performance Criteria
1. Establish contact with customers
  • 1.1 Acknowledge and greetcustomerin a professional, courteous and concise manner according toorganisational requirements
  • 1.2 Maintain personal dress and presentation in line with organisational requirements
  • 1.3 Communicate using appropriateinterpersonal skillsto facilitate accurate and relevant exchange of information
  • 1.4 Maintain sensitivity to customer specific needs and any cultural, family and individual differences
  • 1.5 Establish rapport/relationship with customer and express a genuine interest in customer needs/requirements
2. Identify customer needs
  • 2.1 Use appropriate questioning and active listening to determine customer needs
  • 2.2 Assess customer needs for urgency to identify priorities for service delivery
  • 2.3 Provide customer with information about available options for meeting customer needs and assist customer to identify preferred option/s
  • 2.4 Identify personal limitations in addressing customer needs and seek assistance fromdesignated personswhere required
3. Deliver service to customers
  • 3.1 Provide prompt customer service to meet identified needs according to organisational requirements
  • 3.2 Provide information regarding problems and delays, and followup within appropriate timeframes as necessary
  • 3.3 Communicate with customers in a clear, concise and courteous manner
  • 3.4 Identifyopportunitiesto enhance the quality of service and products, and take action to improve the service whenever possible
4. Process customer feedback
  • 4.1 Promptly recognisecustomer feedbackand handle sensitively according to organisational requirements
  • 4.2 Accurately record any feedback and communication between customers and the organisation according to organisational standards, policies and procedures
  • 4.3 Identify any unmet customer needs and discuss suitability of other products/services
  • 4.4 Support customers to make contact with other services according to organisational policies and procedures
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.

Customersmay include:
contacts from other organisations
external customers
internal customers
members of the public
patients
service users.
Organisational requirementsmay include:
access and equity principles and practice
antidiscrimination and related policy
following OHS procedures for dealing with customers
legal and organisational policies, guidelines and requirements
quality and continuous improvement processes and standards
quality assurance and/or procedures manual.
Interpersonal skillsmay include:
listening actively to what the customer is communicating
providing an opportunity for the customer to confirm their request
questioning to clarify and confirm customer needs
seeking feedback from the customer to confirm understanding of needs
summarising and paraphrasing to check understanding of customer’s message
using appropriate body language.
Designated personsmay include:
manager, supervisor or team leader
more experienced personnel with specific knowledge or information
staff from other work areas with particular product or service knowledge.
Opportunitiesmay include:
advice about warranties, guarantees or support services
packaging options
pricing options
procedures for delivery of goods or service
provision of product knowledge
systems for recording complaints.
Customer feedbackmay be about:
damaged goods or delivery problems
delays
invoicing errors
quality of customer service
quality of service provision.
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.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
demonstrating all stages of customer service interactions
responding to customer feedback
demonstrating a range of interpersonal skills
knowledge of relevant legislation.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
examples of customer complaints and policies relating to customer service.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate
analysis of responses to case studies and scenarios
demonstration of techniques
observation of presentations
oral or written questioning to assess knowledge of customer service and communication techniques
review of information provided to customers about problems and delays, and customer followup
review of documentation recording feedback and communication between customers and the organisation.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Replaces
State Code National Code Title Type
D0651 BSBCUS201A Deliver a service to customers Unit of competency
Replaced By
State Code National Code Title Type
AUK74 BSBCUS201 Deliver a service to customers Unit of competency
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