Customer Experience Feedback
Our goal at The State Bank is to offer you, our customer, exceptional experiences each and every time that you interact with a member of our staff. The Customer Feedback program is a wonderful way to "catch" our employees doing things right and also an opportunity to learn how we might improve. Community banking offers us the opportunity to serve our customers on a very personal level. Your observations and comments help us to help you!

* All fields are required unless otherwise noted.

Employee Name or Teller #:       (Where do I find the teller number?)

Description of Employee (if employee name or teller number is unknown):


Date of Visit (mm/dd/yyyy): / /      Branch: 

Transaction Method: Lobby      Drive-up      Phone

Please rate your overall experience by selecting the appropriate rating.
Use the chart below to determine if the experience was ‘Exceptional’, ‘Acceptable’, or ‘Unacceptable’.

Exceptional

  • Offers warm greeting
  • Provides knowledgeable service
  • Engaged in the transaction
  • Offers solutions
  • Presents alternatives for what they CAN do
  • Answers questions in detail and with a referral if necessary
  • Provides a personal and sincere experience
  • Dressed appropriately
  • Wearing name tag
  • Maintains eye contact
  • Voicemail greeting indicated when employee would return
  • Conveys sincere parting phrase
  • The office/desk was organized, personalized and inviting.
    • Acceptable

  • Greeted customer (possibly generic – not personal)
  • Provides knowledgeable service
  • Polite, Courteous
  • Efficient
  • Answers questions
  • Dressed appropriately
  • Wearing name tag
  • Eye contact given
  • The office/desk was somewhat messy or did not appear inviting.

    Ultimately in this interaction, the experience was “unmoving”. The transaction was completed accurately and then the visit is forgotten.
    • Unacceptable

  • No Greeting
  • Not knowledgeable about transaction/question
  • Impolite or detached from the transaction
  • Does not offer assistance or answer questions
  • Not dressed appropriately
  • No name tag
  • No eye contact
  • Voicemail greeting not personalized
  • Treated the customer and the transaction as routine – as a number
  • The office/desk was cluttered or messy.


    • Please describe your experience here and provide reasoning for the rating that you chose:


    Your Name: 

    Contact Information (Please provide at least one method of contact)
        Phone:      Email Address: 

    May we contact you for more information or follow-up, if necessary?
      Yes. You may contact me for more information.
      No. Only contact me if I am a winner.

    Please note: Your information will remain confidential and will not be disclosed to the employee being reviewed.