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Professional, Customer Service®
Knowledge That Makes a Difference


PCS 392

Customer Contacts: Strategies and Operations

 

Course Description / Topics

How to Enroll

Ordering Study Materials

The PCS Program

For More Information

 

PCS 392 explores strategies and practices financial services organizations use to create value and build relationships through customer contacts.

Topics Covered:

  • Overview of Customer Contacts
  • Strategic and Tactical Planning
  • Participants and Expectations
  • Organizational Structure
  • Workflow Processes
  • Workforce Management
  • Human Resources in Customer Contacts
  • Technology in Customer Contacts
  • Knowledge Management in Customer Contacts
  • Measuring and Reporting Customer Contacts

How to Enroll

Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams. New student? Visit LOMANET at www.lomanet.org and create an account today!

 

Ordering Study Materials

 

To order PCS course material contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com 
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com

 

Textbooks for this course:

Customer Contacts: Strategies and Operations (2002); (LOMA; ISBN 1-57974-155-X) [PBD Order # PCS 392-10-02]. 
Test Preparation Guide for PCS 392 (2002); (LOMA; ISBN 1-57974-156-8) [PBD Order # PCS 392-40-02].

 

PCS Designation Program

The PCS Program is designed especially for individuals in customer contact positions in the financial services industry such as call center staff, customer service representatives, claim representatives, and managers. Required courses:

  • PCS 391—Customer Behavior

  • PCS 392—Customer Contacts: Strategies and Operations

  • PCS 393—Customer Relationship Management

AND

When you successfully complete the three courses in LOMA's PCS Program, you will receive a certificate of completion. If you have earned your Associate, Customer Service (ACS) designation prior to completing the PCS Program, you will receive a personalized diploma and may replace the ACS designation with PCS after your name.

 

For More Information

Contact your company’s LOMA Educational Representative or contact LOMA's Office of the Registrar.

LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org


Go to the PCS main page

Download the LOMA Education and Training Catalog

 

 

 

 

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