AI Questionare


  1. Familiarity with AI: How would you rate your overall familiarity with artificial intelligence (AI), including tools like generative AI or automation?

    Not familiar
    Slightly familiar
    Moderately familiar
    Very familiar
    Expert level


  1. Personal Interest: How interested are you in learning more about how AI could be used in our Bank?

    Not interested
    Slightly interested
    Moderately interested
    Very interested
    Actively seeking opportunities to use AI


  1. Generative AI Awareness: Generative AI refers to systems that can create new content to enhance banking operations and customer service (e.g., summarize text or financial documents, draft presentations or memos or documents). How familiar are you with this concept?
    Not familiar
    Slightly familiar
    Moderately familiar
    Very familiar
    Have used or evaluated Generative AI tools


  1. Comfort Level with Generative AI: How comfortable would you be with Generative AI performing limited tasks in the Bank (with human oversight)?
    Very uncomfortable
    Somewhat uncomfortable
    Neutral
    Somewhat comfortable
    Very comfortable


  1. Agentic AI Awareness: Agentic AI refers to systems that can independently take actions (e.g., initiate workflows, make decisions, or interact with other systems). How familiar are you with this concept?
    Not familiar
    Slightly familiar
    Moderately familiar
    Very familiar
    Have used or evaluated Agentic AI tools


  1. Comfort Level with Agentic AI: How comfortable would you be with Agentic AI performing limited tasks in the Bank (with human oversight)?
    Very uncomfortable
    Somewhat uncomfortable
    Neutral
    Somewhat comfortable
    Very comfortable


  1. Current Utilization: Do you currently use any AI-enabled tools as part of your job (knowingly)?

    No
    Yes, Bank-approved tools (e.g., Copilot, vendor-embedded AI tools)
    Yes, non-bank tools (e.g., public AI tools such as ChatGPT, Claude, Gemini)
    Not sure


  1. Current AI Utilization: If you utilize AI tools (e.g., Copilot, ChatGPT, Claude) currently, whether Bank-approved or otherwise, what do you use AND what is it used for below? (Can skip this question if not used.)
    Example: Purpose #1, Purpose #2, Purpose #3, Purpose #4


  1. Current Vendor Utilization: If you are aware of any vendors or systems that include AI within their platform, please list them AND their purposes below.
    Example: Vendor/System and Purpose #1, Vendor/System and Purpose #2, Vendor/System and Purpose #3


  1. Risk and Governance Perception: What concerns you most about AI use in the Bank? (Select up to three)

    Data privacy / security
    Regulatory or compliance risk
    Model errors or hallucinations
    Lack of transparency from vendors
    Job impact
    I have no major concerns


  1. Training and Guidance: What would help you feel more confident using or working with AI-related tools at the Bank? (Select all that apply)
    Formal training
    Clear policies and guidelines
    Better vendor disclosures
    Hands-on demonstrations or pilots
    Ongoing communication from leadership
    Other (specify below)


  1. If selected "other" from above question, please specify:


  1. For potential follow-up questions about utilization, please provide your contact information (optional): Name and Department





Jodi Milton