Final answer:
A CSR would change a customer's statement delivery method inside a CRM or similar system by accessing communication preferences within the customer's account and selecting the new preferred method. The CSR is also responsible for verifying changes and complying with company procedures to maintain good customer service and adherence to business integrity standards.
Step-by-step explanation:
In a business context, the term Integrity could either refer to a Customer Relationship Management (CRM) system, a proprietary internal system of a company, or a concept of adhering to moral and ethical principles. If the question refers to a CRM or other specific software system named 'Integrity', a Customer Service Representative (CSR) would likely change a customer's statement delivery method within the system's account management or customer profile section. Typically, the CSR would need to access the customer's account details, navigate to the communication preferences or statement delivery options, and then select the new method the customer prefers, such as email, mail, or online portal. It's essential for the CSR to verify and save the new settings to ensure the updates take effect.
When it comes to changing statement delivery methods, CSRs must often follow specific procedures to comply with the company's policies and regulations, such as obtaining customer consent and documenting the change in the system for future reference. Efficient and accurate handling of such requests is part of maintaining high standards of customer service and ensuring the business operates with integrity. It's also good practice for CSRs to confirm with the customer that the changes have been made and to clarify any new processes involved with the updated delivery method.