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Customer Service in Student Financial Aid

Customer Service in Student Financial Aid. Presenters. Sara Blackburn, Financial Aid Advisor Terri LeGrand, Associate Director. Customer Service. How do you feel about your school’s financial aid office customer service?.

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Customer Service in Student Financial Aid

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  1. Customer Service in Student Financial Aid | November 8, 2011

  2. Presenters • Sara Blackburn, Financial Aid Advisor • Terri LeGrand, Associate Director

  3. Customer Service

  4. How do you feel about your school’s financial aid office customer service?

  5. The second strongest factor in an attendance decision is, “Can I afford it?” If customer-oriented service in financial aid does not help answer that question while making the potential student feel good about how he or she was treated, your school has lost a new student. Dr. Neal Raisman, The Power of Retention: More Customer Service in Higher Education

  6. Definition • Customer Serviceis an organization’s ability to supply their customer’s wants and needs. • Excellent Customer Service is the ability of an organization to constantly and consistently exceed the customer’s expectations. • Sbinfocanada.about.com

  7. Meeting Basic Needs • • Friendliness • • Understanding and empathy • • Fairness • • Control • • Options and alternatives • • Information • www.corporatetrainingmaterials.com

  8. 6 Keys of Customer Service • 1. Attitude 4. Information • 2. Listening 5. Follow Through • 3. Personalization 6. Extra Mile Efforts

  9. Tools for Effective Listening • Concentrate on what they are saying. • Avoid multi-tasking while in conversation. • Take notes. • Listen without interrupting. • Restate the issues.

  10. Test FAFSA • Fafsademo.test.ed.gov • User name: eddemo • Password: fafsatest

  11. Going the Extra Mile • Offer additional help. • Check students’ records. • Learn other departments. • Be pro-active. • Provide community service.

  12. Walk-ins • Assist walk-ins before phone callers. • Acknowledge people ASAP. • Consider privacy. • Arrange furniture. • Be prepared.

  13. Preparation for Walk-ins • Appropriate forms (plenty of copies) • Pens, clipboards • Campus maps • Sign-in sheet for busy days • Business cards • Brochures and cards • Information slips

  14. Email Etiquette: The Do’s and Don’ts of Email Do Don’t • DON’T include confidential information. • DON’T label a message urgent unless it really is. • DON’T use all capital letters. • DON’T send a message when you are angry. • DON’T forward a message unless necessary. • DON’T say anything negative about another person. • Use greetings and closings. • Check spelling and grammar. • Place yourself in the reader’s position. • Be patient for replies. • Make the subject line specific. • Use please and thank you. • www.corporatetrainingmaterials.com

  15. CONCLUSION • Questions • Comments • Discussion and tips

  16. Contact Information • Student Financial Aid Office • P.O. Box 7246 • Winston-Salem, NC 27109 • financial-aid@wfu.edu • p 336-758-5154 • f 336-758-4924 • Sara Blackburn Terri LeGrand • blackbsj@wfu.edulegrante@wfu.edu

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