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Contents

Official guidance
Debt Management and Banking Manual

DMBM510320 · Customer contact and data security: telephone contact: telephone technique

  • DMBM510325 · Professional Debt Recovery Skills (PDRS)
  • DMBM510330 · Opening and closing the call
  • DMBM510340 · Giving your name
  • DMBM510350 · Managing the call
  • DMBM510360 · Telephone do’s and don’ts
  • DMBM510370 · Inbound calls
  • DMBM510380 · Outbound calls
  • DMBM510390 · Questioning techniques
  • DMBM510400 · Compulsory verification checks
  • DMBM510420 · How to deal with angry and abusive callers
  • DMBM510430 · Customer contact and data security: telephone contact: sensitive call handling: contents
  1. Customer contact and data security: telephone contact: telephone technique: contents
  2. Customer contact and data security: telephone contact: telephone technique: inbound calls

DMBM510370 | Customer contact and data security: telephone contact: telephone technique: inbound calls

From HM Revenue & Customs · Debt Management and Banking Manual

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When receiving a call from a customer you should

  • answer with the correct greeting (DMBM510330)

  • verify the caller correctly (DMBM512800)

  • ask appropriate questions to ensure you fully understand the nature of the call (DMBM510390)

  • summarise the call with the customer, making sure any further action that is required is clear to them and to you

  • end the call appropriately

  • be professional at all times

After the call has ended

  • note the record correctly using the correct abbreviations for an inbound call and

  • always start the note with your PID (DMBM900520).

If any follow up work is needed for example; a letter, then do this after the call has finished.

DMTC staff should ensure that they use the correct codes for each stage of the process.

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