Unit of competency Outline

Date retreived
22/07/2026 8:59 AM AWST

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Work effectively in customer contact

Work effectively in customer contact

Unit of competency
National Code
BSBCCO307A
State Code
S8048
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
28/11/2011
State Implementation and Classification
Approved Date
03/01/2012
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
03/01/2012
Nominal Hours
35
Description
This unit describes the performance outcomes, skills and knowledge required to conduct customer contact operations. It requires an understanding of organisational requirements, expectations, policies and procedures.
Notes
Elements and Performance Criteria
1. Identify requirements of the customer contact role
  • 1.1 Identify specific customer contact operations and relate these to the industry-wide context
  • 1.2 Identify the role of customer contact in relation to the organisation
  • 1.3 Identify personal customer contact role and operations
  • 1.4 Relate personal operations to organisation’s customer contact objectives
  • 1.5 Identify the major components of the customer contact infrastructure
  • 1.6 Relate personal operations to customer contact infrastructure
2. Manage personal performance
  • 2.1 Use available resources, systems and support effectively
  • 2.2 Identify key performance indicators (KPIs) and comply with organisational processes and reporting protocols, policies and procedures
  • 2.3 Comply with organisational, regulatory and legislative requirements
  • 2.4 Identify personal performance requirements and expectations and adopt strategies to achieve them
  • 2.5 Identify and participate in performance management and development processes
3. Maintain a professional approach to employment
  • 3.1 Display a positive and ethical approach to employment and role
  • 3.2 Identify realistic short and long-term career objectives
  • 3.3 Relate personal capabilities to current role and career objectives
  • 3.4 Identify strategies for projecting a professional image in current role
  • 3.5 Contribute to the promotion of the organisation and its staff to customers
4. Participate in a workplace team
  • 4.1 Identify team member roles and team structure and interact cooperatively with team members
  • 4.2 Recognise, acknowledge and contribute to the formation and achievement of team objectives
  • 4.3 Recognise and respond positively to conflict within team
  • 4.4 Provide feedback to enhance team performance
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.

Specific customer contact operationsmay include:
customer support
data collection
information services
marketing
sales
service provision
combinations of the above.
Customer contact infrastructuremay include:
automatic call distribution system
contact management systems
information technology networks and software systems
interactive voice recognition systems
internet and intranet services
other centre-specific systems
service level and call data reporting systems
security systems
telephony equipment.
Systemsmay include:
automated call distribution (ACD)
customer relationship management (CRM)
complaint management database
information database
knowledge management applications
schedules
voice over IP applications.
Key performance indicatorsmay include:
those on customer satisfaction
those on customer effort
monitoring time taken to answer calls
operating within reporting protocols
score tools, such as net promoter
understanding metrics.
Organisational processesmay include:
attending to forecasted calls
working in a team.
Organisational, regulatory and legislative requirementsmay include:
code of conduct
Do Not Call Register
industry-specific regulatory codes and guidelines
OHS
quality management and assurance
Privacy Act
Trade Practices Act/Competition and Consumer Act.
Performance requirementsmay include:
adherence to schedule
call rates
conversion rates
customer satisfaction
data entry quality requirements
first contact resolution
quality targets
sales targets.
Professional imagemay include:
appearance and dress standards
commitment to customer service
commitment to team and centre goals
manner of communications
positive attitude.
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 ability to:
demonstrate professional performance, compliance and adherence to KPIs in contact centre role
demonstrate effective teamwork
demonstrate knowledge of industry-specific regulatory and legislative requirements and how they apply to work performance.
Context of and specific resources for assessment
Assessment must ensure access to:
relevant information, such as organisational policies, standard operating procedures, performance management guidelines, role position descriptions, and organisational charts
peer and line manager feedback
contact centre environment to observe performance.
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 on-the-job performance by the candidate
direct observation of the candidate working effectively within contact centre environment
oral and/or written questioning to assess knowledge of centre operations and own role
oral and/or written questioning to assess knowledge of regulatory and legislative requirements
review of quality assurance and training records
review of performance management and development documentation
review of peer and line manager feedback.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBWOR201A Manage personal stress in the workplace.
Replaced By
State Code National Code Title Type
AUL33 BSBCUE307 Work effectively in customer engagement Unit of competency
State Code National Code Title Type
D691 BSB30211 Certificate III in Customer Contact Qualification