SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Apply the basic skills of customer service 
SAQA US ID UNIT STANDARD TITLE
114974  Apply the basic skills of customer service 
ORIGINATOR
SGB Insurance and Investment 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 2  NQF Level 02 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 
2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard provides a broad introduction to customer services and includes both internal and external customers. The focus is knowledge, skills, values and attitudes in relation to the learner's own context and experience of the world of work.

The qualifying learner is capable of:
  • Explaining customer service.
  • Engaging in an interaction with a customer.
  • Demonstrating communication skills in responding to a customer.
  • Processing a query in order to respond to a customer need. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners should:
  • Hold a GETC or equivalent qualification.
  • Be competent in communication and mathematical literacy NQF level 1. 

  • UNIT STANDARD RANGE 
    The typical scope of this Unit Standard is:
  • Customer enquiries from internal and external customers including, but not limited to, needs, problems, complaints, requests for specific information and enquiries of a general nature.
  • Customer interaction may be face to face and/or on the telephone.
  • An approach to a customer includes, but is not limited to resolving conflict, dealing with aggression, empathy and awareness of issues of diversity. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain customer service in a financial services environment. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The concept of good customer service is explained with reference to a business sectorand an organisation's competitive edge. 

    ASSESSMENT CRITERION 2 
    Different types of customer are identified within a specific organisation. 

    ASSESSMENT CRITERION 3 
    The consequences of poor service are identified with reference to the customer, the employee and the organisation. 

    ASSESSMENT CRITERION 4 
    The procedure for escalating queries is explained with reference to own limit of authority. 

    SPECIFIC OUTCOME 2 
    Engage in an interaction with a customer. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An interaction with a customer is opened with reference to an organisation's internal standards. 

    ASSESSMENT CRITERION 2 
    Information is requested to clarify the need. 

    ASSESSMENT CRITERION 3 
    The customer's needs are identified and reflected back to the customer to confirm understanding. 

    ASSESSMENT CRITERION 4 
    Non-verbal communication clues are used to determine an approach to the interaction. 

    ASSESSMENT CRITERION 5 
    An interaction is closed with reference to an organisation's internal standards. 

    SPECIFIC OUTCOME 3 
    Demonstrate communication skills in order to respond to a customer need. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Active listening skills are demonstrated in three different customer service interactions. 

    ASSESSMENT CRITERION 2 
    Keywords are identified in a customer dialogue and used to formulate an appropriate response. 

    ASSESSMENT CRITERION 3 
    The main details of the customer's needs, request, query or complaint are recorded and the entry is checked for accuracy with the customer. 

    SPECIFIC OUTCOME 4 
    Process a query in order to respond to a customer need. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Information about the customer and the need is used to formulate an appropriate response. 

    ASSESSMENT CRITERION 2 
    The response is communicated to the customer using appropriate language. 

    ASSESSMENT CRITERION 3 
    Enquiries outside own level of authority are escalated to the appropriate party. 

    ASSESSMENT CRITERION 4 
    An agreement on follow up actions is reached with the customer. 

    ASSESSMENT CRITERION 5 
    Feedback on the progress of a query is given to the customer. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    This Unit Standard will be internally assessed by the provider and moderated by a moderator registered by a relevant accredited ETQA or an ETQA that has a Memorandum of Understanding with the relevant accredited ETQA. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    N/A 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    The learner is able to identify and solve problems in responding to and processing a customer query. 

    UNIT STANDARD CCFO WORKING 
    The learner is able to work effectively with others as a member of a team or organisation in responding to customer queries and escalating enquiries that are outside the level of own authority. 

    UNIT STANDARD CCFO ORGANISING 
    The learner is able to organise and manage him/herself and his/her own activities responsibly and effectively in dealing with queries and knowing when to escalate the problem to another authority. 

    UNIT STANDARD CCFO COLLECTING 
    The learner is able to collect, organise and critically evaluate information in providing customer service. 

    UNIT STANDARD CCFO COMMUNICATING 
    The learner is able to communicate effectively in responding to customer queries. 

    UNIT STANDARD CCFO DEMONSTRATING 
    The learner is able to demonstrate an understanding of the world as a set of related systems by recognising the consequences of poor customer service. 

    UNIT STANDARD CCFO CONTRIBUTING 
    The learner is able to be culturally sensitive in engaging in interactions with customers in a business environment. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  67569   National Certificate: Electronics Manufacturing and Assembly  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2015-06-30  MERSETA 
    Core  48783   National Certificate: Financial Services  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  INSETA 
    Core  65769   National Certificate: Glazing  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  CETA 
    Core  59326   National Certificate: International Trade  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  TETA 
    Core  49648   National Certificate: New Venture Creation (SMME)  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  SERVICES 
    Core  65929   National Certificate: Waterproofing  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  CETA 
    Core  49089   National Certificate: Financial Services  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  INSETA 
    Core  50541   National Certificate: Locksmithing  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  SAS SETA 
    Core  57804   National Certificate: Public Administration  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  PSETA 
    Elective  58955   National Certificate: Chemical Manufacturing  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  CHIETA 
    Elective  58144   National Certificate: Music Industry Practice  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered" 
    2023-06-30  CATHSSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Acorser Corporate and Business Consulting Cc 
    2. Aldabri 106 Institute for Quality Pty Ltd 
    3. Amandla Obunye Training Academy 
    4. Arishi ISD (PTY) Ltd 
    5. Aubrey Nyiko Business Enterprises 
    6. Bohlokoa Business Consultancy 
    7. Buscor 
    8. Cale Developments 
    9. Chartered Institute of Management (Pty) Ltd 
    10. College of Cape Town TVET 
    11. College of Transport Logistics (Pty) Ltd 
    12. Destiny Management Consultants (Pty) Ltd 
    13. DotCentre Business Consulting 
    14. Dzindalo Consulting (Pty) Ltd 
    15. Edutel Public Service Company 
    16. Excellent Minds Institute (Pty) Ltd 
    17. Fort Hare Trading Solutions (Pty) Ltd 
    18. Free State Training and Development Institute 
    19. Genvio (Pty) Ltd 
    20. Gleyding Management Institute (Pty) Ltd 
    21. Global Maritime Legal Solutions Pty Ltd 
    22. Global Steel Merchants (Pty) Ltd 
    23. Harvestine Investments (Pty) Ltd 
    24. Harvitex cc 
    25. Higherway Institute of Learning (Pty) Ltd 
    26. Immaculate Training and Consulting 
    27. Institute of Busines Management of Southern Africa 
    28. Integrated Corporate Skills Solution 
    29. Josmap Training Institute 
    30. Kgaka Kgolo Institute 
    31. Khongoloti Training Academy 
    32. Lead Afrika Consulting (Pty) Ltd 
    33. Leronsa Trading Enterprise 
    34. Lusa Social Enterprenueship Institute (PTY)LTD 
    35. Majuba Technical Vocational Education and Training 
    36. Maritime Business Institute 
    37. Matash Holdings (Pty) Ltd 
    38. Mgwezane Training and Management cc 
    39. MMPS Holdings 
    40. Mokoai Business Solutions (Pty) Ltd 
    41. Molly Malete Productions CC 
    42. Mowils Consultants 
    43. Mpumalanga School of Government - MPSG 
    44. National Skills and Technical 
    45. NokushoM Consultancy and Trading 
    46. Orchards Graduate School (Pty) Ltd 
    47. P and R Development and Training (Pty) Ltd 
    48. Phoka Tshela Projects 
    49. Positive Thinking Consultants cc 
    50. Prestige Leaders Consulting (Pty) Ltd 
    51. Prodigy Business Services 
    52. Prospen Group (Pty) Ltd 
    53. Ramazwi Security Service and Training Agency (Pty) Ltd 
    54. Ratomac Trading Consultants (Pty) Ltd 
    55. Regen Institute of Leadership and Management Education 
    56. Regenesys School of Public Management 
    57. Robertsons Cargo Consultancy 
    58. Robertsons Cargo Consultancy (Pty) Ltd 
    59. Royal Impression Academy 
    60. SA Maritime School and Transport College 
    61. Sampatla Procurement Solutions (Pty) Ltd 
    62. South Africa School of Diplomacy, Protocol and Public Administration 
    63. Spears Business and Life Coach Consulting 
    64. Step Ahead Academy (Pty) Ltd 
    65. Thandiwenathi (Pty) Ltd 
    66. Thubelihle Graduate Institute (Pty) Ltd 
    67. Tippinggate Business Solutions 
    68. Tloumogale Business Development & Consulting (Pty) Ltd 
    69. Tonex Management Solutions (Pty) Ltd 
    70. Vuca Institute of Leadership Development 
    71. Vumilia Africa Group 
    72. Weinvest Investments 
    73. Zizzy Printing & Projects (Pty) Ltd 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.