New Account SurveyNew Account Survey

Please share the following information with us:

Please share the following information with us: Name (optional) :

Which BankFIRST branch did you visit when you opened your account?

What date was the account opened?

Which BankFIRST associate helped you with your new account? (please provide a first and/or last name if known)

Please answer the following questions:

	Yes	No
Were you acknowledged quickly when you entered the branch?	*Please answer the following questions: Were you acknowledged quickly when you entered the branch? Yes	Were you acknowledged quickly when you entered the branch? No
Were you able to meet with an associate in a timely manner?	Were you able to meet with an associate in a timely manner? Yes	Were you able to meet with an associate in a timely manner? No
Did the associate stand to greet you and shake your hand?	Did the associate stand to greet you and shake your hand? Yes	Did the associate stand to greet you and shake your hand? No
Was the associate friendly?	Was the associate friendly? Yes	Was the associate friendly? No
Did the associate use your name at least 3 times during your visit?	Did the associate use your name at least 3 times during your visit? Yes	Did the associate use your name at least 3 times during your visit? No
Did the associate mention the features and benefits of our products and services?	Did the associate mention the features and benefits of our products and services? Yes	Did the associate mention the features and benefits of our products and services? No
Were you recommended a specific product based on your needs?	Were you recommended a specific product based on your needs? Yes	Were you recommended a specific product based on your needs? No
Were you satisfied with the amount of time it took to open your account(s)?	Were you satisfied with the amount of time it took to open your account(s)? Yes	Were you satisfied with the amount of time it took to open your account(s)? No
Did the associate ask if your needs had been met?	Did the associate ask if your needs had been met? Yes	Did the associate ask if your needs had been met? No
Did the associate inform you that we will follow-up with you to ensure that you received your checks, debit card(s), etc?	Did the associate inform you that we will follow-up with you to ensure that you received your checks, debit card(s), etc? Yes	Did the associate inform you that we will follow-up with you to ensure that you received your checks, debit card(s), etc? No
Did the associate stand after you were done, thank you for your business and offer his/her business card?	Did the associate stand after you were done, thank you for your business and offer his/her business card? Yes	Did the associate stand after you were done, thank you for your business and offer his/her business card? No

How would you rate your overall customer service experience?

How would you rate your overall customer service experience? Outstanding

Above Average

Average

Needs Improvement

Poor

Why did you choose BankFIRST?

Would you recommend BankFIRST to others?

Would you recommend BankFIRST to others? Yes

No

Additional Comments