SURVEY TEMPLATE

Bank Service Survey Template

At many banks, internal support staff do not fully realize the impact their role has on attracting and retaining customers. By delivering feedback from the colleagues they serve through the Bank Internal Service survey, team members become more connected and able to focus their efforts on aspects of their job that influence customer perceptions.

CATEGORY
Financial Services
TIME TO COMPLETE
5 minutes (approx.)
NO. OF QUESTIONS
20
Identify and act on customer satisfaction

One of the benefits of measuring internal service is the message it sends: Everyone is responsible for service—not just those who interact with customers. Customer-facing employees often receive feedback about things they feel they can’t control, placing the burden of making customer satisfaction improvements too heavily on their shoulders

All personnel must be aware that enhancing the customer experience is a strategic priority. They must also understand that their own jobs and functions affect the experience of customers and buy into the notion that improving their own performance will improve things for the customer and for the organization as a whole.

Holding all staff accountable for the service they provide goes a long way in getting employees on board with creating a company-wide service culture. It’s important to know what factors affect bank employees’ satisfaction and how to enhance their productivity. Sogolytics’s Bank Internal Service survey measures inter-department communications to ensure employees can share information efficiently and solve issues effectively.

Benefits of Bank Service Surveys
1.Capture feedback from customers when the experience is still fresh
2.Increase accountability amongst your employees
3.Identify experience bottlenecks and take rapid action
How to use this survey template?

Once you sign in to your Sogolytics account, simply select a template from the bank to get started. Edit, add, or remove questions as per your needs, and create the survey you need easily.

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FAQs

How does a survey template work?

A survey template is a professionally designed questionnaire designed to meet the specific goals of the identified project type. The structure, questions, and answers have been carefully developed to enable users to connect with the right audiences to achieve the appropriate purpose. This template is already built and waiting within the Sogolytics platform, saving time in both the generation of ideas and actual development of the survey. Survey templates also provide a source of inspiration for those uncertain where to begin or seeking guidance and new insights on existing projects.

Can I customize a survey template before I launch?

Yes! While a template provides a solid starting point, most users will choose to customize the survey template before launching. Customization may include adding or removing questions or answers, modifying text, and revisiting logic, pre-population, or other functionality. Visually, a template may also be customized to reflect the appropriate branding, such as a logo, colors, and styles.

How can I get this survey template?

If you don’t already have a Sogolytics account, click “Try This Template” below. You’ll receive a copy of the template in your inbox and you’ll also complete sign-up for a free Sogolytics account. When you log in to the account, the template will be ready and waiting for you to get started.

Where can I find survey templates in my Sogolytics account?

If you already have a Sogolytics account, you’ll find the Template Bank on the home screen when you log in. You’ll also see the option to start from a template every time you create a new project. Create a project on the home screen, from All Projects, or while you’re working on another project. Interested in just a few questions from a specific template? Add them to the Question Bank in your account and re-use them when and where they work best.

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