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BBPSD CSFX Exam Syllabus Topics:

SectionObjectives
Topic 1: Regulatory Compliance- Rules and standards
  • 1. Compliance with regulations
    • 2. Service standards enforcement
      Topic 2: Professionalism and Ethics- Professional conduct
      • 1. Ethical behavior in customer service
        • 2. Workplace professionalism
          Topic 3: Problem Solving and Conflict Resolution- Customer issue handling
          • 1. Conflict management
            • 2. Complaint resolution techniques
              Topic 4: Financial Industry Knowledge- Financial services context
              • 1. Industry basics and operations
                • 2. Understanding financial products
                  Topic 5: Communication Skills- Effective communication
                  • 1. Written communication skills
                    • 2. Telephone communication etiquette
                      • 3. Verbal communication techniques
                        Topic 6: Principles of Customer Service- Customer service fundamentals
                        • 1. Service quality standards (e.g., SMART goals)
                          • 2. Understanding customer needs

                            BBPSD Customer Service Sample Questions:

                            Question 1

                            A common barrier to communication is:

                            A. The attitudes and assumptions we make about people.
                            B. None of the above.
                            C. Clarity of communication mode used.
                            D. Good listening techniques.


                            Question 2

                            When a customer starts to make a complaint and you think that you know what the problem is you should:

                            A. Listen, apologise and say how you will resolve the issue.
                            B. Listen and then immediately say how you are going to resolve the issue.
                            C. Listen, acknowledge, apologise and then say how you will resolve the issue.
                            D. Listen, acknowledge the issue and say how you will resolve the issue.


                            Question 3

                            A key customer exchange is when:

                            A. Customers talk to each other.
                            B. There are a number of important events in customer interactions.
                            C. Customers leave a shop.
                            D. Customers enter a shop.


                            Question 4

                            The most cost effective 24/7 way of gathering and storing customer information for an organisations customer database is by:

                            A. Internet communication.
                            B. Written communication.
                            C. Phone communication.
                            D. Face-to-face communication.


                            Question 5

                            When customers are sub divided into smaller groups to distinguish purchaser behaviour this is called:

                            A. The local market.
                            B. Market segmentation.
                            C. Selling power.
                            D. Buying power.


                            Solutions:

                            Question 1
                            Answer: A
                            Question 2
                            Answer: C
                            Question 3
                            Answer: B
                            Question 4
                            Answer: A
                            Question 5
                            Answer: B

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