{"product_id":"customer-service-officer-cso-basics","title":"Customer Service Officer CSO Basics","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Customer Service Officer CSO Basics.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Customer Service Officer CSO Basics.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 1.75hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will offer an overview of the duties and responsibilities of the Customer Service Officer (CSO). This course will also introduce the learner to aspects of confidentiality and professionalism, which should be adhered to at all times. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003ePerform the appropriate tasks and duties of the Customer Service Officer.\u003c\/li\u003e\n\u003cli\u003eAct appropriately and professionally as a representation of the financial institution to the customer.\u003c\/li\u003e\n\u003cli\u003eUnderstand and use cross-selling procedures and strategies to further customer relationships with the financial institution.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. The Job of the CSO:\u003c\/strong\u003e This topic will introduce the learner to the role of the Customer Service Officer (CSO) and the essential role the CSO plays as the face of the financial institution.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. CSO Skills and Standards:\u003c\/strong\u003e This topic will encourage the learner to consider the skills required for successful Customer Service Officers (CSOs), such as effective communication and attention to detail.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. CSO Function:\u003c\/strong\u003e This topic will explain the important function of the Customer Service Officer (CSO) in handling the personal and financial information about customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Professionalism:\u003c\/strong\u003e This topic will stress the importance of remaining professional at the organization and will provide the learner with several steps to take to become the consummate professional.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Working Efficiently:\u003c\/strong\u003e This topic will stress the importance of developing and maintaining efficient work habits by providing the learner with tips for getting organized.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. CSOs and Cross-Selling:\u003c\/strong\u003e This topic will define cross-selling and will provide the learner with examples of customer situations to be aware of in order to make cross-selling easy and efficient.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. CSOs and Working with Numbers:\u003c\/strong\u003e This topic will stress the importance of being able to efficiently and accurately work with numbers as a CSO and will provide the learner with tips for how to handle numbers and calculate the different types of interest.\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Customer Service Officer CSO Basics\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40908898402482,"sku":"BA-199","price":66.0,"currency_code":"USD","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505358684,"sku":null,"price":275.0,"currency_code":"USD","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505391452,"sku":null,"price":440.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-199CustomerServiceOfficerCSOBasicsCOVER.png?v=1633380005","url":"https:\/\/www.ebsiamericas.com\/products\/customer-service-officer-cso-basics","provider":"eBSI Export Academy","version":"1.0","type":"link"}