EMPATHY BASICS
WHAT NOT TO SAY
BUILD A BETTER RESPONSE
ROLE PLAY CHALLENGE
ARTICLES
100

What should you do FIRST when a customer is upset?

Acknowledge their feelings

100

What phrase often sounds robotic?

“I am sorry”

100

Fix: “I understand. That’s policy.”

Example:
“I can see why that’s frustrating—let me help.”

100

Customer: “I’ve called 3 times!” What do you say?

“I’m really sorry—you shouldn’t have to call multiple times.”

100

What should you avoid leading with when doing the Additional Pieces of Information?

Should not say that we are going to ask question.

200

Give one phrase better than “I'm sorry.”

“I can see why that’s frustrating”

200

“That’s our policy” lacks what skill?

Empathy

200

After empathy, what comes next?

Solution / ownership

200

Customer upset about a EWP—give one empathy line

 “I can see why that would be upsetting.”

200

How much days is given for a new account to not be funded for it to be flagged for suspected fraud and restricted?

15 calendar days

300

What matters just as much as your words?

Tone

300

Ignoring emotions and jumping to a fix is called what mistake?

Not acknowledging feelings

300

Name ONE way to make empathy sound real

Personalize / use their situation

300

Customer is confused—what do you say first?

“I understand this can be confusing—let me explain.”

300

If a caller reports that a person has passed away but the person profile has no open account. should they send in the require documents?

Yes, they must. All callers will need to mail us an original or certified copy of the death certificate.

400

What emotion skill helps you understand how the customer feels?

Empathy

400

What happens when you sound scripted instead of natural?

Customer feels unheard / frustrated

400

Add empathy to this: “Your payment is late.”

 “I can see how that could be stressful—let me walk you through it.”

400

LIVE ROLE PLAY (1 min) – frustrated customer

Role play

400

For manually opening an account, what can be used as an answer for source of income.

Employment, Household/family, Inheritance/trust, investment, retirement, social security, unemployment.


500

Name TWO things a strong empathetic response includes

Acknowledge feeling + offer help/ownership

500

Name ONE phrase that can make a customer more upset

Examples:

  • “Calm down”
  • “Like I said before”
  • “That’s not my department”
500

Build a full response: upset customer + billing issue

 Must include:

  • Acknowledge feeling
  • Show empathy
  • Offer help
500

How unu feel after ur minister seh "nuh watch me watchyo ma?"

Score based on empathy + control

500

For KYC occupation, if the customer is already retired what can we use instead

their recent occupation before retirement.