LEARNING & DEVELOPMENT

Customer Service Excellence​

Customer Service Interaction

The Project: Turn complaints into connection.

Customer service representatives at banks face high-pressure interactions where word choice can mean the difference between a resolved issue and an escalated complaint. This course was designed to improve both customer service quality and net promoter scores by helping staff recognize how phrasing affects customer perception, even when the information being delivered is accurate.

The featured demo is a branching scenario drawn from the mid-module guided practice section. Learners are presented with a realistic customer issue and must choose between two responses: one that is technically correct but blunt, and one that delivers the same information with language that preserves the customer relationship. Feedback is immediate and contextual, reinforcing the reasoning behind each choice.

Deliverables: Online Course

Tools: Articulate Rise, Photoshop, Synthesia, Premiere Pro

Seat Time: 1 hours

Audience: Customer Facing Bank Employees

The Rationale

Word choice takes practice. The branching scenario puts learners in realistic situations where they apply communication skills and see the consequences of their decisions. Feedback explains each outcome and gives learners a chance to course-correct.

The sequence follows a Gagne-based model: instruction comes first, then guided practice through the scenario. This mirrors on-the-job conditions, where staff have to recall and apply communication habits in the moment.

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