Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM - CPD Certified

Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM

Customer service is a vital aspect of any successful business, and the demand for skilled customer service professionals continues to rise. In the UK, the customer service sector is projected to grow by 8% in the coming years, with businesses seeking individuals who can handle a variety of customer interactions across multiple platforms. This Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRMcourse provides essential skills and knowledge to excel in customer service roles.

The course covers a range of topics, including effective communication, customer behaviour, CRM systems, and proper etiquette for telephone, email, and social media interactions. Learners will also explore advanced techniques such as upselling, cross-selling, service recovery, and handling complaints, enabling them to manage customer expectations and provide exceptional service in any situation.

This diploma is perfect for those looking to enhance their career in customer service management, retail, or any customer-facing role. With comprehensive training and practical insights, you’ll be prepared to meet the challenges of the ever-evolving customer service industry.

Courses are Included in this Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM Bundle:

• Course 01: Level 2 & 3 Diploma in Customer Service
• Course 02: KYC and Customer Due Diligence
• Course 03: General Data Protection Regulation (GDPR)
• Course 04: Communication Skills

Learning Outcome of Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM Course

• Master communication skills for effective customer service delivery.
• Understand customer behaviour and adapt service strategies accordingly.
• Gain proficiency in CRM systems for customer management.
• Apply proper telephone, email, and social media etiquette.
• Develop strategies to handle complaints and challenging situations.
• Enhance cultural awareness to improve service delivery across diverse clients.

Why Would You Choose the Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM From Royal Open College?

• Immediate access to Customer Service awaits!
• Our Customer Service course is self-paced.
• Our Customer Service course comes with a 14 Days Money-Back Guarantee.
• Earn UK recognised accredited Certificate
• Learn Customer Service essentials from any corner of the globe.
• Customer Service course is affordable and simple to understand.
• Dive into Customer Service's immersive online modules.
• Lifetime resources with Diploma in Customer Service.
• 24/7 expert support, thanks to Customer Service.

Reed Courses Certificate of Completion

Digital certificate - Included

• Module 1: Introduction to Customer Service 07:46

  • 1: Module 1: Introduction to Customer Service 07:46

• Module 2: Communication Skills 12:09

  • 2: Module 2: Communication Skills 12:09

• Module 3: Understanding Customer Behaviour 10:15

  • 3: Module 3: Understanding Customer Behaviour 10:15

• Module 4: Product Knowledge 11:00

  • 4: Module 4: Product Knowledge 11:00

• Module 5: Customer Service Standards 09:44

  • 5: Module 5: Customer Service Standards 09:44

• Module 6: CRM (Customer Relationship Management) 12:23

  • 6: Module 6: CRM (Customer Relationship Management) 12:23

• Module 7: Telephone Etiquette 08:28

  • 7: Module 7: Telephone Etiquette 08:28

• Module 8: E-mail Etiquette 10:06

  • 8: Module 8: E-mail Etiquette 10:06

• Module 9: Written Communication 10:57

  • 9: Module 9: Written Communication 10:57

• Module 10: Social Media Customer Service 10:56

  • 10: Module 10: Social Media Customer Service 10:56

• Module 11: Live Chat Support 09:12

  • 11: Module 11: Live Chat Support 09:12

• Module 12: Sales and Service 06:08

  • 12: Module 12: Sales and Service 06:08

• Module 13: Service Recovery 08:29

  • 13: Module 13: Service Recovery 08:29

• Module 14: Upselling and Cross-Selling Techniques 10:15

  • 14: Module 14: Upselling and Cross-Selling Techniques 10:15

• Module 15: Customer Service Metrics and KPIs 10:31

  • 15: Module 15: Customer Service Metrics and KPIs 10:31

• Module 16: Handling Customer Complaints 10:32

  • 16: Module 16: Handling Customer Complaints 10:32

• Module 17: Handling Challenging Situations 11:07

  • 17: Module 17: Handling Challenging Situations 11:07

• Module 18: Cultural Awareness and Diversity 09:31

  • 18: Module 18: Cultural Awareness and Diversity 09:31

• Module 19: Introduction to KYC and Customer Due 09:17

  • 19: Module 19: Introduction to KYC and Customer Due 09:17

• Course Completion 02:00

  • 20: Final Words 01:00
  • 21: Order Your CPD Certified Certificate (Optional) 01:00

Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM

The Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM is designed to equip learners with the practical skills, knowledge, and confidence to provide exceptional customer service across various platforms and industries. Whether you're new to the field or looking to enhance your customer-facing skills, this course provides a strong foundation for success.

Course Curriculum of the Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM.

Module 1: Introduction to Customer Service

Gain an overview of the customer service landscape, its significance in business success, and the core principles that underpin excellent service delivery.

Module 2: Communication Skills

Learn how to communicate clearly, actively listen, and adapt your tone and approach to different customer needs and situations.

Module 3: Understanding Customer Behaviour

Explore the psychology behind customer actions and preferences to better anticipate their needs and improve satisfaction.

Module 4: Product Knowledge

Understand how in-depth product or service knowledge empowers customer service professionals to build trust and deliver accurate solutions.

Module 5: Customer Service Standards

Learn about quality service benchmarks, best practices, and how to maintain consistency in service across all customer touchpoints.

Module 6: CRM (Customer Relationship Management)

Discover how CRM tools and strategies help track customer interactions, improve relationships, and enhance the customer journey.

Module 7: Telephone Etiquette

Master professional phone communication, including tone, listening, handling queries, and managing difficult calls with grace.

Module 8: E-mail Etiquette

Learn how to structure emails professionally, respond to queries effectively, and maintain a courteous tone in written communications.

Module 9: Written Communication

Develop skills for creating clear, concise, and customer-friendly written content that enhances understanding and support.

Module 10: Social Media Customer Service

Understand the role of social media in modern customer service, including how to manage queries, feedback, and brand image online.

Module 11: Live Chat Support

Explore the techniques and tone needed for effective, efficient, and empathetic real-time communication via live chat platforms.

Module 12: Sales and Service

Understand the balance between service and sales, and how customer service interactions can support business growth.

Module 13: Service Recovery

Learn how to turn a negative customer experience into a positive one through effective resolution, empathy, and follow-up.

Module 14: Upselling and Cross-Selling Techniques

Gain practical strategies to recommend additional products or services that meet customer needs while enhancing revenue.

Module 15: Customer Service Metrics and KPIs

Explore the key performance indicators (KPIs) used to measure service success, including response time, satisfaction scores, and more.

Module 16: Handling Customer Complaints

Learn how to respond to complaints calmly and professionally, using problem-solving techniques to achieve positive outcomes.

Module 17: Handling Challenging Situations

Develop skills to manage difficult customer interactions, resolve conflict, and maintain a calm and solution-focused approach.

Module 18: Cultural Awareness and Diversity

Understand how to provide inclusive service by recognising and respecting cultural differences, values, and communication styles.

Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM

You should enrol in this Customer Service with KYC, CDD & CRM Training if you:

• Aspiring and current customer service professionals.
• Individuals involved in customer due diligence.
• Regulatory compliance officers.
• Professionals are seeking improved communication skills.
• CRM practitioners.
• Anyone interested in customer relationship management.

This course is suitable for anyone aspiring to start a career in the relevant field. Also for those who are interested in enrolling in further:

• Certificate in Know Your Customer & Customer Due Diligence
• Level 1 Award in Customer Service (RQF)
• Level 2 Award in Customer Service (RQF)
• Level 1 Certificate in Customer Service (RQF)
• Level 2 Diploma in Customer Service (RQF)
• Level 2 Certificate in Principles of Customer Service (VRQ)
• Level 2 Certificate in Principles of Customer Service
• Level 2 NVQ Certificate in Customer Service (RQF)
• Customer Service Level 4
• Level 4 NVQ Diploma in Customer Service (RQF)

Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM

There is no prior requirement to enrol on this Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM course. All you need to enrol in the program is a smart device and a stable internet connection.

Level 2 & 3 Diploma in Customer Service with KYC, CDD & CRM

• Customer Service Representative: £18,000 - £28,000 per year
• Customer Relationship Manager: £30,000 - £50,000 per year
• Customer Support Specialist: £20,000 - £35,000 per year
• Compliance Officer (KYC/CDD): £30,000 - £55,000 per year
• Call Center Supervisor: £25,000 - £40,000 per year

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