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CPD Course
Customer Service Officer CSO Basics
Develop practical knowledge and confidence in Customer Service Officer CSO Basics. This 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...
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Course Description
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Choose 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.
Develop practical knowledge and confidence in Customer Service Officer CSO Basics.
This 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:
Why this course matters
This 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.
What you will gain
- Build a practical understanding of the key concepts covered in Customer Service Officer CSO Basics.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 2 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 1.75hrs - Desc:
This 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:
- Perform the appropriate tasks and duties of the Customer Service Officer.
- Act appropriately and professionally as a representation of the financial institution to the customer.
- Understand and use cross-selling procedures and strategies to further customer relationships with the financial institution.
Course Topics
T1. The Job of the CSO: 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.
T2. CSO Skills and Standards: 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.
T3. CSO Function: This topic will explain the important function of the Customer Service Officer (CSO) in handling the personal and financial information about customers.
T4. Professionalism: 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.
T5. Working Efficiently: This topic will stress the importance of developing and maintaining efficient work habits by providing the learner with tips for getting organized.
T6. CSOs and Cross-Selling: 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.
T7. CSOs and Working with Numbers: 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.
Continue your learning
Part of this learning pathway: Banking & Finance
Course pathway: eBSI Banking Academy > Banking & Finance > Customer Service Officer CSO Basics
Explore more Banking & Finance training or return to the eBSI Banking Academy.
Your questions, answered
Does the course include a certificate?
The course assessment leads to a downloadable digital PDF CPD Certificate of Completion. See the course description for the CPD credits awarded.
What is CPD?
CPD stands for Continuing Professional Development. It is the ongoing learning that helps you maintain and develop the knowledge and skills you use in your work. Courses, workshops and other learning activities can contribute to your CPD record.
Can I ask a question before enrolling?
Book a free video consultation to discuss your goals and course choice.