Be a Great CSR – Even if You’re Not

Photo Credit: Aleksandar Spasojevic

One afternoon last week at work, my manager was distressed as she hung up the phone. She’d received a call from a customer with whom she’d been playing phone tag. He’d contacted our call center the week prior and the CSR (Customer Service Representative) could not help him so she notified several Program Managers (PM) detailing this customer’s issue. After several days with no resolution, my manager contacted the customer to determine whom was the correct person to help him. She did this knowing full well she was not that person. She was distressed because now the customer was needlessly frustrated. My manager determined which PM could help the customer and got the ball rolling in the right direction for him. My manager is a PM, but she demonstrated for everyone in our office how important customer service is. If customer service is not officially in your job description, here is why you should learn to do it anyway:

It May Not Be Your Job, But It IS Your Business – Even if you do not deal directly with customers you have a supervisor (even C-Suite employees have a board to whom they are accountable). This supervisor is actually your customer because your job is “At-Will” (Google “At-Will employment). Start thinking of your supervisor as a customer. I’ve worked at a television station, retail stores, schools, churches, and corporate offices. In all these jobs, I had managers. When I started treating them like they were a customer paying me for the skills I brought to my position, it changed the game. My attitude changed which made them react differently to me. You can use customer service skills in just about every job you’ll ever have. It adds value to whatever position you hold in a company.

What? Like It’s Hard? – Whether you sell a product or a service, people are what keep you in a job. It’s in your best interest to help them. With companies using fewer people to do more work, it behooves you to learn how to be nice. Most people think of complainers when they think of customer service and you definitely get those. First just stay quiet and let him talk. Soon, like a crying baby, he will wear himself out and you can get a word in. At that point, offer sympathy and tell him what action you intend to take on his behalf even if it’s just, “Let me talk to my manager and see what I can find out for you.”. A gentle answer turns away wrath most of the time. People usually just want to be heard. Then, they want to know someone is doing something about their problem. I was in a situation where I needed a prescription filled and had no clue there were restrictions on it. Luckily, the Pharmacy tech was fabulous at customer service. She told me if I could wait a day and come back, she would contact both my insurance company and my doctor’s office and figure out how to work within the restrictions. She even called me less than 24 hours after my first visit to update me on her progress. That made my second trip to the pharmacy in as many days much more pleasant. (Thank you, Michelle!)

Life Is All About Relationships – Customer service is simply getting along. The same skills you learned to get along with your college roommate, or church baseball teammates, or the people you volunteer with at your local Metropark, are the same skills you use in customer service. Let the customer know you are on his side. Your attitude should be: We are in this situation together. How can we get a win for everyone involved? It’s also about communication. Even if nothing can be done to fully satisfy the customer, an explanation and an empathetic apology is an acceptable answer.

It Benefits You – Customer service is a valuable transferable “soft” skill. When you help people, you gain a reputation as a problem solver. And problem solvers are indispensable in any organization. If someone you’ve helped is really grateful and says something like, “It’s been great working with you” or “You’ve been so helpful” and you feel it’s appropriate, let him know that a couple of sentences sent to your supervisor (and copied to you) in an email would be greatly appreciated. That way both you and your supervisor know how much you bring to the table. Put these emails in a folder and bring them out at performance review time. Remember: The more people you help, the larger your network gets. You never know what connections you can make or from where your next job will come. You may help the husband of a manager of the company for whom you want to work, and when she’s looking for someone special and talking to him about it on a dinner date, he might remember you and jump start your next opportunity.

How does customer service come into play in your job? Share your story here: