Commercial Member Feedback Survey 2023

Thank you for giving us the opportunity to serve you better, we appreciate your business and want to make sure we meet your expectations. As our members, you are our owners. Your feedback is essential to us and will be reviewed by our CEO, managers, and teams across our organization.

Is there a prize draw?
By taking our survey, you will also be entered into our draw for 3 prizes of $125 each in gift cards to support local businesses.

Will I be contacted after I fill this out?
Only those who wish to be contacted or are winners of a prize will be contacted by VantageOne. If you would like to leave anonymous feedback, you can answer N/A in the contact information fields to skip.

Length of the survey
The survey has 15 questions and may take approx 10 minutes. This survey closes on May 28th.

Section 1 - Overall Experience with VantageOne
Section 2 - Business Outlook and Priorities
Section 3 - Contact information

Question Title

* 1. What type of Business Account do you have?

Business Account

Registered Society

Strata Corporation

Unincorporated Association

Question Title

* 2. How long has your business been in operation?

under 1 year

1-3 years

4-10 years

11-20 years

21-30 years

Over 30 years

Question Title

* 3. How long have you been a business member of VantageOne?

under 1 year

1-3 years

4-10 years

11-20 years

21-30 years

Over 30 years

Question Title

* 4. Do you consider VantageOne to be your primary financial institution?

Yes

Question Title

* 5. How important were the factors below, when you chose your primary financial institution?

	Not Important	Somewhat Important	Very Important
Digital business banking tools	Digital business banking tools Not Important	Digital business banking tools Somewhat Important	Digital business banking tools Very Important
Community Involvement	Community Involvement Not Important	Community Involvement Somewhat Important	Community Involvement Very Important
That it is a credit union	That it is a credit union Not Important	That it is a credit union Somewhat Important	That it is a credit union Very Important
Access to resources to help build my business	Access to resources to help build my business Not Important	Access to resources to help build my business Somewhat Important	Access to resources to help build my business Very Important
Competitive fees	Competitive fees Not Important	Competitive fees Somewhat Important	Competitive fees Very Important
Wide range of business banking products	Wide range of business banking products Not Important	Wide range of business banking products Somewhat Important	Wide range of business banking products Very Important
Integration with accounting software	Integration with accounting software Not Important	Integration with accounting software Somewhat Important	Integration with accounting software Very Important
Staff Experience in the banking industry	Staff Experience in the banking industry Not Important	Staff Experience in the banking industry Somewhat Important	Staff Experience in the banking industry Very Important
Access to assigned business account manager	Access to assigned business account manager Not Important	Access to assigned business account manager Somewhat Important	Access to assigned business account manager Very Important
Proximity of branches	Proximity of branches Not Important	Proximity of branches Somewhat Important	Proximity of branches Very Important
Access to investment services	Access to investment services Not Important	Access to investment services Somewhat Important	Access to investment services Very Important
Local lending approvals	Local lending approvals Not Important	Local lending approvals Somewhat Important	Local lending approvals Very Important

Other (please specify)

Question Title

* 6. What was the primary reason for your most recent visit or interaction with the Commercial Services Team at VantageOne?

Financial planning or succession planning

Commercial Loan inquiry

Looking for a new commercial loan or mortgage

Account balance/inquiry

Help with digital services (online banking, e-transfers, payroll services, credit card, etc.)

Commercial Mortgage inquiry

Inquiring about my existing financing or investments

Change to account signers

Commercial Credit Card inquiry

Investments

New account opening

Other (please specify)

Question Title

* 7. In regard to the level of service you generally receive from The VantageOne Commercial Services Team, how satisfied are you overall?

very disatisfied

needs improvement

neutral

satisfied

very satisfied

very disatisfied

needs improvement

neutral

satisfied

very satisfied

Question Title

* 8. In terms of the recent service you received from our Commercial Services Team how satisfied are you with the following? Were our staff:

	Very Disatisfied	Dissatisfied	Neutral or N/A	Satisfied	Very Satisfied
friendly & professional	friendly & professional Very Disatisfied	friendly & professional Dissatisfied	friendly & professional Neutral or N/A	friendly & professional Satisfied	friendly & professional Very Satisfied
knowledgeable and available to answer my questions	knowledgeable and available to answer my questions Very Disatisfied	knowledgeable and available to answer my questions Dissatisfied	knowledgeable and available to answer my questions Neutral or N/A	knowledgeable and available to answer my questions Satisfied	knowledgeable and available to answer my questions Very Satisfied
made appropriate recommendations based on my needs	made appropriate recommendations based on my needs Very Disatisfied	made appropriate recommendations based on my needs Dissatisfied	made appropriate recommendations based on my needs Neutral or N/A	made appropriate recommendations based on my needs Satisfied	made appropriate recommendations based on my needs Very Satisfied
clearly explained services, rates and/or fees	clearly explained services, rates and/or fees Very Disatisfied	clearly explained services, rates and/or fees Dissatisfied	clearly explained services, rates and/or fees Neutral or N/A	clearly explained services, rates and/or fees Satisfied	clearly explained services, rates and/or fees Very Satisfied
timely and efficient	timely and efficient Very Disatisfied	timely and efficient Dissatisfied	timely and efficient Neutral or N/A	timely and efficient Satisfied	timely and efficient Very Satisfied
showed appreciation for my business.	showed appreciation for my business. Very Disatisfied	showed appreciation for my business. Dissatisfied	showed appreciation for my business. Neutral or N/A	showed appreciation for my business. Satisfied	showed appreciation for my business. Very Satisfied

Question Title

* 9. How likely is it that you would recommend VantageOne to a friend or family member?

Not at all likely

Extremely likely

Question Title

* 1. What type of Business Account do you have?

Question Title

* 2. How long has your business been in operation?

Question Title

* 3. How long have you been a business member of VantageOne?

Question Title

* 4. Do you consider VantageOne to be your primary financial institution?

Question Title

* 5. How important were the factors below, when you chose your primary financial institution?

Question Title

* 6. What was the primary reason for your most recent visit or interaction with the Commercial Services Team at VantageOne?

Question Title

* 7. In regard to the level of service you generally receive from The VantageOne Commercial Services Team, how satisfied are you overall?

Question Title

* 8. In terms of the recent service you received from our Commercial Services Team how satisfied are you with the following? Were our staff:

Question Title

* 9. How likely is it that you would recommend VantageOne to a friend or family member?

Question Title

* 10. What suggestions for improvement do you have that would make our rating even higher?