| 1 | Know how to provide information and advice to meet the needs of retail customers | 1.1 | show that they know how to identify the customer’s needs for information and advice |
| 1.2 | show that they know how to give clear and accurate information and check the customer understands the information |
| 1.3 | show that they know and understand the relevant information about the products and services which the company offers to customers |
| 1.4 | show that they know who to approach for help if the learner cannot provide information and advice themselves |
| 1.5 | show that they know why it is important to keep customer loyalty and confidence |
| 1.6 | show that they know how to maintain customer loyalty and confidence while dealing with requests for information and advice |
| 1.7 | show that they know company policy on customer service and how this applies to giving information and advice to customers |
| 2 | Know how to help retail customers sort out complaints | 2.1 | show that they know how to manage angry customers |
| 2.2 | show that they know what their responsibility is for sorting out complaints |
| 2.3 | show that they know who to refer complaints to when the learner does not have the authority to sort these out |
| 2.4 | show that they know how to assess complaints and decide what action to take |
| 2.5 | show that they know their company’s policy concerning returns |
| 2.6 | show that they know why it is important to keep customer loyalty and confidence |
| 2.7 | show that they know how to keep customer loyalty and confidence when dealing with complaints |
| 2.8 | show that they know the legal rights and duties of the customer and the company |
| 2.9 | show that they know company policy on customer service and how this applies to dealing with complaints |
| 2.10 | show that they know company procedures for dealing with complaints |
| 3 | Provide information and advice to meet the needs of retail customers | 3.1 | acknowledge promptly and politely customers’ requests for information and advice |
| 3.2 | identify the customer’s needs for information and advice |
| 3.3 | communicate information and advice to customers in ways customers can understand |
| 3.4 | provide information and advice to customers that is relevant, complete, accurate and up to date |
| 3.5 | check politely that the information and advice provided meets the customer’s needs |
| 3.6 | find other ways to help the customer when the information and advice given is not satisfactory |
| 3.7 | refer requests for information or advice to the right person when the learner cannot help the customer |
| 4 | Help retail customers sort out complaints | 4.1 | identify the nature of the complaint from information obtained from customers |
| 4.2 | acknowledge the complaint clearly and accurately and apologise to the customer |
| 4.3 | follow legal requirements and company policies and procedures for dealing with complaints |
| 4.4 | when it is not their responsibility to sort out complaints, refer complaints promptly to the right person and explain the referral procedure clearly to the customer |