Sales and Service Survey
RequiredRequired Question(s)

Raritan Bay Federal Credit Union wants to hear from you! Please take a minute to fill out this survey to help us better serve you.

Tell us about your most recent experience with the credit union.

Thank you on behalf of Raritan Bay FCU!

 

Welcome
Rate your experience 1 through 5.
(1 being poor, 5 being exceeds expectations
)

 N/A 
Did the employee make eye contact?
Did the employee display a positive attitude and smile?
Did the employee look and act professional?
Did the employee stand to greet you and use your name appropriately?
Did the employee introduce themselves?
Did the employee offer you a proper greeting?
Did the employee offer assistance? (How may I help you?)
  • Comment:

  • 500 characters left.

Identify/Clarify Needs
Rate your experience 1 through 5.
(1 being poor, 5 being exceeds expectations)

 N/A 
Did the employee speak clearly and use easy to understand terms?
To better understand your needs, did the employee ask you questions?
Did the employee display active listening techniques?
Did the employee understand your needs through restating your concerns
Did the employee involve others to help resolve your concern quickly?
Did the employee accurately complete your request?
  • Comment:

  • 500 characters left.

Offer Solutions
Rate your experience 1 through 5.
(1 being poor, 5 being exceeds expectations)

 N/A 
Did the employee offer you relevant and appropriate products/services?
Did the employee explain the features and benefits of the product(s)?
Did the employee provide accurate information?
Did you feel comfortable with the information provided to you?
  • Comment:

  • 500 characters left.

Confirm Sales & Gain Agreement
Rate your experience 1 through 5.
(1 being poor, 5 being exceeds expectations)

 N/A 
Did the employee explain how the product can benefit your needs?
Do you feel the employee was proactive?
Did the employee verify your identification during the transaction?
Did the employee complete the transaction correctly the first time?
Did the employee perform the transaction efficiently?
  • Comment:

  • 500 characters left.

Build Commitment
Rate your experience 1 through 5.
(1 being poor, 5 being exceeds expectations)

 N/A 
Did the employee thank you sincerely?
Did the employee recap the next step and follow-up time line?
Did the employee offer you their business card or contact information?
Were you asked if there was anything else they can help you with?
  • Comment:

  • 500 characters left.

Additional Comments:

 

1000 characters left.
Required

Employee Name:

 

50 characters left.
Required

Date of Transaction:

 

50 characters left.
Required

Type of Transaction:

 

350 characters left.