Home › Work activities › Discuss account status or activity with customers or patrons
O*NET detailed work activityDiscuss account status or activity with customers or patrons
AI-assistAnswer questions
10 jobs14 tasks
Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.
Part of Provide information to guests, clients, or customers, under the O*NET work activity group Communicating with People Outside the Organization. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 12 AI-assist, 2 stays human).
Tasks built on this activity
- Review accounts and charges with guests during the check out process.
- Advise customers of necessary actions and strategies for debt repayment.
- Contact insured or other involved persons to obtain missing information.
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
- Answer questions and advise customers regarding loans and transactions.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Present loan and repayment schedules to customers.
- Contact customers to obtain or relay account information.
- Leave messages to arrange different times to read meters in cases in which meters are not accessible.
- Provide assistance for customers with special billing requests.
- Relay credit report information to subscribers by mail or by telephone.