Customer Excellence for Finance Staff

Course Code: MPDCEFS
Duration: 1 Day

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Overview

This course is available on public schedule, closed company on/off site or 1-2-1.

This course will enable participants to understand who their customers are and what they require us to do in order to improve and deliver customer excellence.

Prerequisites

Anyone working in a customer service role within a finance or collections environment.

Delegates will learn how to

  • A greater understanding of the customers needs and how they rate customer excellence
  • Understand why customers complain especially when there is a financial implication and how to put things right
  • A greater understanding of the basic financial acts that govern what we do
  • How to measure and track customer excellence

 

Course Outline

  • Customer Excellence (What does it mean to you? Why should we bother? The good v the bad)
  • Benefits of Delivering Customer Excellence
  • Know your Customers
  • Developing Customer Excellence  (Customer expectations, service evaluation)
  • Customer Complaints (Why customers complain, dealing with difficult customers, benefits of complaints)
  • Act Upon It! (Understanding some of the financial acts that govern what we do)
  • Have we got it right?
  • Summary & Action Plans Agreed

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