Building relationships through personal skills

About this part of your money guidance

You need to be able to empathise with your customers' situations, and build supportive relationships. Everyone's different and their needs may not be obvious, so your personal skills are key to providing the right money guidance for each customer.

Choose the statement that best describes how confident you are in building supportive customer relationships

You must select an option below that best describes your attitude when providing guidance to customers.

I'm comfortable talking to customers about their needs and confident I can help them to manage their money better.

I sometimes find it difficult to get to the root of a customer's problem.

I didn't realise that personal skills were so important in giving money guidance.