SAMPLE - Staff Survey - Rating Version

The purpose of this survey is to establish a benchmark for measuring your understanding and support of the MEMBERS Financial Services Program located at the credit union. Your input is valuable and will assist us in identifying opportunities for improvement. Please respond to the following questions using the scale below.

5 = Extremely satisfied or have high level of knowledge/comfort
4 = Very satisfied or have good level of knowledge/comfort
3 = Satisfied or have okay level of knowledge/comfort
2 = Somewhat dissatisfied or have little knowledge/comfort
1 = Dissatisfied or have no knowledge/comfort


  1. Rate your knowledge level of the MEMBERS Financial Services Program.
    1 2 3 4 5


  1. Rate your comfort level of referring members to the MEMBERS Financial Services Representative.
    1 2 3 4 5


  1. The Representative is friendly and courteous to our members.
    1 2 3 4 5


  1. I feel I have adequate knowledge about the program.
    1 2 3 4 5


  1. I can respond to basic questions regarding the services provided through the MEMBERS Financial Services Center.
    1 2 3 4 5


  1. I can readily recognize opportunities to refer members to the MEMBERS Financial Services Center.
    1 2 3 4 5


  1. I feel I can respond to members questions or objections regarding the Program.
    1 2 3 4 5


  1. I understand that members may transfer funds on deposit at the credit union to invest elsewhere.
    1 2 3 4 5


  1. I understand that members may want or need investments other than the products or services offered by the credit union.
    1 2 3 4 5


  1. Our members are aware of the services offered by the MEMBERS Financial Services Center.
    1 2 3 4 5


  1. The Representative interacts well with our staff.
    1 2 3 4 5


  1. I have sought assistance of the Representative for my own personal financial needs or goals.
    1 2 3 4 5


  1. Our members get prompt, courteous service from the MEMBERS Financial Services Representative.
    1 2 3 4 5


  1. The Program brings value to our credit union and our members.
    1 2 3 4 5


  1. I have referred members to the MEMBERS Financial Services Center.
    1 2 3 4 5


  1. Check the answer below which best matches your current position at the credit union.
    Member Services
    Teller
    Loan Officer
    Branch Manager or Department Head
    Administrative Support


  1. Please provide any additional comments, suggestions or observations you have about the MEMBERS Financial Services Program or Representative.


  1. Finally.. the disclosure: (No response needed)