--- generated_by: surveylegend-page-markdown title: Bank Customer Satisfaction Template | SurveyLegend description: Review customers’ latest branch visit with questions about waiting, explanations, and next steps. Create a bank feedback survey in SurveyLegend. canonical: https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bank-customer-satisfaction-template/ --- # Bank Customer Satisfaction Survey Template This bank customer satisfaction survey template asks customers about their latest branch visit, including waiting, staff explanations, and whether their request was resolved. Use the feedback to review branch service without collecting account details. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bank-customer-satisfaction-template/#try-template) Preview on a device Show the desktop survey layout Show the tablet survey layout Show the mobile survey layout ![](https://www.surveylegend.com/survey-template-media/demo-backgrounds/bank-customer-satisfaction-template-background.avif) **SurveyLegend** 1 / 7 Bank Customer Satisfaction Survey What was the main purpose of your latest branch visit? Make a deposit or withdrawal Ask about an existing account or service Discuss opening or changing a service +3 more answer choices Next → Bank Customer Satisfaction Survey [Preview](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bank-customer-satisfaction-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbank-customer-satisfaction-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbank-customer-satisfaction-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbank-customer-satisfaction-template%2F\&text=Bank%20Customer%20Satisfaction%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Fbank-customer-satisfaction-template%2F\&title=Bank%20Customer%20Satisfaction%20Survey%20Template) This bank customer satisfaction survey template asks customers about their latest branch visit, including waiting, staff explanations, and whether their request was resolved. Use the feedback to review branch service without collecting account details. A friendly welcome does not tell you whether a customer understood what to do next. Ask about the visit step by step so service teams can distinguish a wait, an unclear explanation, and an unfinished request. ## When to use this survey Share the survey shortly after a branch visit and name the branch in the introduction. SurveyLegend can help you collect the feedback for a service review. This version focuses on in-person visits; mobile-app feedback and account problems need different channels. **Create your bank customer satisfaction survey in SurveyLegend** A friendly welcome does not tell you whether a customer understood what to do next. Ask about the visit step by step so service teams can distinguish a wait, an unclear explanation, and an unfinished request. ## 7 questions for your bank customer satisfaction survey Think about your most recent visit to the branch named above. Please do not include account numbers, balances, passwords, or transaction details. Contact the bank through its usual support channel for account help. Every question is optional. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### Bank Customer Satisfaction Survey 01 What was the main purpose of your latest branch visit? Choose one answer, or skip this question. Make a deposit or withdrawal Ask about an existing account or service Discuss opening or changing a service Resolve a problem Another purpose I have not visited this branch recently 02 How satisfied were you with the time you waited before receiving help? Choose one answer, or skip this question. Very dissatisfied Somewhat dissatisfied Neither satisfied nor dissatisfied Somewhat satisfied Very satisfied I did not receive help 03 How respectfully were you treated during the visit? Choose one answer, or skip this question. Not at all respectfully Slightly respectfully Moderately respectfully Very respectfully Extremely respectfully I did not interact with staff 04 How clear were the explanations you received? Choose one answer, or skip this question. Not at all clear Slightly clear Moderately clear Very clear Extremely clear I did not receive an explanation Not applicable 05 What was the outcome of your request? Choose one answer, or skip this question. Fully resolved during the visit Partly resolved Not resolved Referred to another team or channel I only wanted information Not applicable 06 How clear are you about any next steps? Choose one answer, or skip this question. Not at all clear Slightly clear Moderately clear Very clear Extremely clear No next steps are needed I do not know whether there are next steps 07 What would most improve a future visit to this branch? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## Customize your bank customer satisfaction survey Keep the reference to a recent visit and include customers whose requests were not completed. Remove a purpose option only if that service is not offered at the branch. Follow SurveyLegend’s guidance on [sensitive questions ](https://www.surveylegend.com/survey-questions/sensitive-survey-questions/)when reviewing any additions: service feedback should not require financial details. Explain who will see comments and do not promise anonymity unless the actual collection method supports it. ## Printable bank customer satisfaction survey Offer the blank version to branch visitors who prefer paper, with a clearly explained return point. Ask people to keep account information out of comments. Arrange a separate, controlled review of paper replies rather than implying they are automatically included online. ![First page of the printable Bank Customer Satisfaction Survey Template with questions and answer spaces](https://www.surveylegend.com/survey-template-media/pdf-previews/bank-customer-satisfaction-template-pdf-preview.avif) [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download Bank Customer Satisfaction Survey Template (PDF)](https://www.surveylegend.com/downloads/survey-templates/bank-customer-satisfaction-survey-template.pdf) Export bank customer satisfaction survey as PDF ## Create this survey with AI The prompt below includes the bank customer satisfaction survey questions and response settings. Copy this prompt into an AI assistant to draft the questions. Review the draft, then build and customize the survey in SurveyLegend before sharing. Create this survey with AI [](https://www.surveylegend.com/register/) Copy the prompt into an AI assistant to draft the questions, then build your survey in SurveyLegend. Already have an account? [Sign in](https://app.surveylegend.com/login/) to create your survey. ## How to use the answers Compare waiting feedback by broad visit purpose, then review explanations and next-step clarity alongside the reported outcome. A referral may be appropriate even when it takes more time; investigate the process rather than assigning blame from one answer. Group comments using [open-ended data ](https://www.surveylegend.com/how-to-analyze-survey-results/open-ended-data/)guidance. Do not interpret these responses as transaction records, a complaint resolution system, or evidence about the bank’s financial condition. Barat and Spillan (2013) include whether customers “felt welcome when they came to the branch” among the questions described in their study abstract. Their exploratory community-bank study considers several service attributes rather than one overall impression. This template similarly separates treatment, explanations, and request outcome, but uses original questions focused on one visit. It does not reproduce or validate the study’s instrument. Read the [community-bank research ](https://pure.psu.edu/en/publications/an-exploratory-study-of-customer-satisfaction-in-a-community-bank/). ## Frequently asked questions ### Can customers report an account problem here? Use the bank’s established support or complaint channel for an account problem. This questionnaire collects general service feedback and should not request credentials or account information. ### Does this cover mobile banking? No. The questions refer to a physical branch visit. A digital-service survey should ask about the specific app or website task, rather than mixing those experiences with branch service. For that task, adapt the [app feedback ](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/app-feedback-template/)template. ### Can a branch compare results over time? Yes, if the questions, visit period, and invitation approach remain comparable. Also check whether the mix of visit purposes changed before interpreting a difference. Financial Services Survey Templates 1. [![Preview of the Bookkeeping Services Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/bookkeeping-services-template-preview.avif) Bookkeeping Services Survey Template Financial services A late report and an unclear request for records can create different problems for a client. Separate the handoff from the finished work so your next service review leads to a specific change.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bookkeeping-services-template/) 2. 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