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Free Customer Service Representative Reference Check Template | Download Now

Want to make the most of your reference check for a customer service representative candidate? This guide outlines the critical areas to focus on, and provides a set of targeted questions to help you gather the most relevant information from your candidate's references.
What's Included in the Download? 
Screenshots of the word document template, showing 3 pages.
  • Fully Editable Word Document
  • Candidate Details Section
  • Referee Details Section
  • Easy To Fill Form Fields
  • Job Specific Reference Guide
  • Things to Consider Checklist

Reference Guide 📖

When conducting a reference check for a customer service representative, it's important to evaluate several key areas. Firstly, assess the candidate's ability to communicate effectively with customers and colleagues, as well as their interpersonal skills. This can help you determine their capacity to provide excellent customer service, respond to complaints, and handle difficult situations.

Secondly, ask for specific examples of how the candidate has demonstrated their customer service skills, including how they have resolved customer complaints and inquiries, and their approach to stressful or high-pressure situations. Additionally, assess the candidate's ability to work well in a team, collaborate with colleagues, and maintain accurate records of customer interactions.

Finally, ask the reference if they would rehire the candidate if given the opportunity, as this can provide valuable insights into the candidate's overall performance, potential fit with your organization, and their potential for growth and development in the role. By focusing on these key areas, you can gain valuable insights into a candidate's work style, abilities, and potential as a customer service representative in your organization.

Click To Copy Questions 🙋

Question 1

How do you know the candidate and in what capacity?

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Question 2

How do you know the candidate and in what capacity?

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Question 3

How would you rate the candidate's communication and interpersonal skills?

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Question 4

Can you describe a difficult customer service situation the candidate faced and how they resolved it?

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Question 5

Can you describe the candidate's approach to customer service and their ability to handle customer complaints and inquiries?

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Question 6

How did the candidate handle stressful or high-pressure situations while dealing with customers?

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Question 7

Can you comment on the candidate's ability to work well in a team and collaborate with colleagues to provide excellent customer service?

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Question 8

How would you rate the candidate's attention to detail and ability to maintain accurate records of customer interactions?

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Question 9

Can you describe any training or development opportunities you provided to the candidate, and how they responded to these opportunities?

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Question 10

Would you rehire the candidate if given the opportunity?

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Question 11

Is there anything else you would like to share about the candidate that would be relevant to their potential as a customer service representative in our organization?

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Question 11

Is there anything else you would like to share about the candidate that would be relevant to their potential as a customer service representative in our organization?

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Question 12

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Question 13

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Question 14

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Question 15

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Red Flags ⛳

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Unclear or inconsistent answers toquestions about the candidate's skills, experience, or qualifications
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Lack of enthusiasm or hesitation whendiscussing the candidate's potential fit for the role
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Lack of detailed knowledge about thecandidate's work history or responsibilities
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Information thatcontradicts what the candidate has shared during the hiring process, such asemployment dates or job titles.
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Any indication of unethical or inappropriate behavior, such as dishonesty, harassment, or violation of company policies
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Consistent and clearanswers to questions about the candidate's skills, experience, andqualifications.
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Enthusiastic endorsements of the candidate's fit for the role and potential for success in the position.
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Detailed knowledge about the candidates work history, accomplishments, and areas of expertise
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Reports of the candidate's strong work ethic, reliability, and ability to work independently or as part of a team.
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Strong endorsements from multiple references, particularly those who have worked closely with the candidate.