Maintain customer records

Description

Keep and store structured data and records about customers in accordance with customer data protection and privacy regulations.

Alternative labels

update customer records
complete customer files
maintain personal name record
enter data into system
collect data about visitors
maintain records of customer
maintain passenger name record
maintain customers’ records
store customer records
maintain customer history profiles

Skill type

skill/competence

Skill reusability level

cross-sector

Relationships with occupations

Essential skill

Maintain customer records is an essential skill of the following occupations:

Bed and breakfast operator: Bed and breakfast operators manage the daily operations of a bed and breakfast establishment. They ensure the guests’ needs are met.
Travel consultant: Travel consultants provide customised information and consultation on travel offers, make reservations and sell travel services together with other related services.
Sales account manager: Sales account managers serve as intermediators between clients and the organisation, managing both sales and long term relations with the client. They have knowledge about products and services and develop contracts with customers.
Ticket issuing clerk: Ticket issuing clerks provide service to customers, sell tickets and fit the reservation offer to customers’ needs. They sell tickets for all events such as sporting, cultural and leisure activities. They provide customers with information on offers and make the necessary arrangements.
Night auditor: Night auditors oversee night customer care in hospitality establishment and perform a wide variety of activities from front desk to bookkeeping.
Travel agent: Travel agents design and market travel programme itineraries for potential travellers or visitors.
Hospitality establishment receptionist: Hospitality establishment receptionists provide first point of contact and assistance to the guests of a hospitality establishment. They are also responsible for taking bookings, processing payments and giving information.
Sales engineer: Sales engineers provide technical customisation of products based on customers requests and needs (mainly heavy duty), such as building equipment. They take care of business to business contact and assume responsibility for complex repairs and maintenance process.
Tourist information officer: Tourist information officers provide information and advice to travellers about local attractions, events, travelling and accommodation.
Customer experience manager: Customer experience managers monitor customer experiences by creating, evaluating and improving the customer’s interaction organisations in the hospitality, recreation or entertainment industry. They develop plans of action to optimise all aspects of the customer’s experience. Customer experience managers strive to ensure customer satisfaction and boost company profits.
Billing clerk: Billing clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly customer statements, update customer files, process credit memos, enter and submit invoices, etc.
Tourist information centre manager: Tourist information centre managers are in charge of managing employees and activities of a centre which provides information and advice to travellers and visitors about local attractions, events, travelling and accommodation.

Optional skill

Maintain customer records is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.

Rooms division manager: Rooms division managers are in charge of managing and coordinating a team of employees at front desk, reservations, housekeeping and maintenance departments.

Motor vehicles parts advisor: Motor vehicles parts advisors sell motor vehicle parts, order parts and identify alternative parts.
Typist: Typists operate computers to type and revise documents and compile material to be typed, such as correspondence, reports, statistical tables, forms, and audios. They read instructions accompanying material or follow verbal instructions to determine requirements such as number of copies needed, priority and desired format.
Commercial art gallery manager: Commercial art gallery managers manage the commercial and artistic success of the gallery.
Bank teller: Bank tellers deal most frequently with customers of the bank. They promote the banks products and services, and provide information about the customers personal accounts and related transfers, deposits, savings etc. They order bank cards and checks for the customers, receive and balance cash and checks and ensure compliance with internal policies. They work on client accounts, deal with payments and manage the use of vaults and safe deposit boxes
Vehicle technician: Vehicle technicians inspect, test and maintain vehicles, motorcycles, engine tune-ups and tyre replacements. They repair engine failures, lube replacements. Vehicle technicians replace vehicle components and evaluate warranty options.

 
Specialised seller: Specialised sellers sell goods in specialised shops.
Camping ground manager: Camping ground managers plan, direct, or coordinate all campsite facilities and manages employees.
ICT account manager: ICT account managers build business relationships with customers to facilitate the sale of hardware, software, telecommunications or ICT services. They also identify opportunities and manage sourcing and delivery of products to customers. They achieve sales targets and maintain profitability.
Camping ground operative: Camping ground operatives perform customer care in a campsite facility and other operational work.
Tour operator representative: Tour operator representatives act on behalf of the tour operator to give practical information, provide assistance, handle services and sell excursions to tourists while at their destinations.
Ticket sales agent: Ticket sales agents provide initial service to customers, sell travel tickets and fit the reservation offer to customers’ queries and needs.

 


 

References

  1. Maintain customer records – ESCO

 

Last updated on September 20, 2022