Client Satisfaction Survey
Today's Date (mm-dd-yyyy)
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Month
-
Day
Year
Date
Survey Conducted By:
*
Please Select
Eric Offner
Kelly Taylor
Joseph Major
Richard Graver
Robert Schultz
Saul Rivkin
Shelly Stockmal
Client Name (First initial, last name only)
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Loan Status
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Please Select
Closed
Follow up call is regarding their:
*
Please Select
Commercial Loan
Consumer Loan
Deposit Account
Other Service
Banker
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Please Select
Aquaro-M
Bucci-J
Crouse-D
DAntonio-T
Devine-R
Graver-R
Guinta-J
Kroll-A
Larimer-M
Raffeo-V
Riggins-MA
Senico-M
Shipp-B
Weaver-M
Woodland-S
Yoo-J
Rate how the client felt about the interaction with their banker based on their response
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Exceeded expectations
Met expectations
Didn't Meet Expectations
If we could do one thing better, what would that be?
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Additional comments:
MARKETING: Thank you for your wonderful comments! May we share your comments with others?
Yes- name and business
Yes - full name only
Yes - first name, last initial
Yes- initials only
Yes - anonymously
Sorry, no
Submit
Could you please share how your experience was throughout the process?
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How did you feel about the interaction between you and your banker?
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Rate the client experience based on the client response
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Exceeded expectations
Met expectations
Didn't Meet Expectations
Should be Empty: