This bank customer satisfaction survey template gives retail banks a fast, paper-based way to hear from every customer, and its 13 questions cover the parts of banking that shape loyalty. The form prints on two pages and takes about two minutes to complete at the counter or on the way out.
What this survey measures
The rating grid captures agreement across the drivers that matter most in retail banking: ease of doing business, staff knowledge, how quickly problems get resolved, clarity of fees and charges, trust, and how well online and in-branch services fit together. A second grid rates each service channel, from the branch and mobile app to telephone banking and cash machines, with a "Not used" column for channels the customer never touches. A customer-effort question shows how hard it was to get things done today, a likelihood-to-recommend question gives you a simple loyalty score to track over time, and an open comment box surfaces ideas the fixed questions miss.
How to use it on paper
Hand the survey to customers at the teller window or leave copies on the counter with a drop box in the branch lobby. Customers fill the checkboxes with a blue or black pen. Collect the completed forms and scan them in batches: PaperSurvey reads the checkbox answers with optical mark recognition and converts the handwritten comments to text automatically, so branch and network results appear in your dashboard without any manual data entry.
Customize this template
Add your bank logo, reword the statements for a specific product or channel, or add questions about wait times and digital tools. The paper layout reflows automatically as you edit, and every copy you print stays scannable.
Preview the PDF above, or use this template to start collecting customer feedback today.