| 1 | Be able to communicate information about products and/or services to customers in a contact centre | 1.1 | Validate customers’ identity in accordance with organisational procedures |
| 1.2 | Give customers an overview of products and/or services in accordance with organisational procedures for language and conversation |
| 1.3 | Resolve customers’ problems and queries in a contact centre within their level of authority |
| 1.4 | Assist customers with decisions about products and/or services in accordance with organisational guidelines, relevant regulation or legislation |
| 1.5 | Refer customers to someone with greater authority when customers’ requests or problems are beyond their level of authority |
| 1.6 | Record customer problems and complaints in accordance with organisational procedures |
| 2 | Be able to monitor compliance with organisational requirements for customer contacts | 2.1 | Monitor compliance with organisational requirements for customer contacts against agreed criteria |
| 2.2 | Deal with breaches of organisational requirements in accordance with organisational procedures |
| 3 | Be able to provide advice and support to colleagues in a contact centre | 3.1 | Provide advice on matters relating to customers’ identity, personal security and products and/or services that meets organisational standards and legislative or regulatory requirements |
| 3.2 | Provide support that increases colleagues’ understanding of organisational requirements and constraints on customer contacts that is commensurate with their needs |
| 4 | Understand how to support colleagues and customers in a contact centre | 4.1 | Explain the effect of organisational and regulatory requirements on supporting colleagues and customers |
| 4.2 | Explain what constitutes non-compliance with legal and regulatory requirements and the implications of this |
| 4.3 | Describe different sources of information about the organisation’s products and/or services |
| 4.4 | Explain how to update and maintain knowledge and understanding of products and/or services |
| 4.5 | Explain the organisational systems for identifying customers and related personal security matters |
| 4.6 | Explain how buddying and assisting colleagues with handling customer contacts increases understanding of organisational requirements |