Banking Survey

Male or Female

• Male
• Female

Are you a member of a credit union?

• Yes
• No

How knowledgeable are you about Credit unions?

• None
• Somewhat
• Very

Do you use online banking?

• Yes
• No

In general, how satisfied are you with the services you receive from your Bank?

• None
• Somewhat
• Very

How long have you banked with your current bank?(in years)

• Less than 1 year
• 2-5
• 5-10
• More than ten years

Why did you choose your particular bank?

• Parents set up account
• Location
• Rates or special Programs
• Other

What is your most important financial goal in next 10 years

• Paying off debt
• Planning Retirement
• Buying home/making major home improvements
• Investing in the stock market
• I have no financial goals

What would most incentivize you to switch primary banks?

• Better online services
• More convenient branch location(s)
• Lower fees for checking accounts
• Better customer service
• More unique services such as text message or email alerts
• Better personal security protection
• Better interest rates on my savings/checking account
• Nothing will incentivize me to switch primary banks
• Other

Which of the following are the primary financial concerns in your household?

Please select all that apply.

• Saving for children’s education
• Paying off debt
• Spending less overall
• Declining property values
• Job security
• Saving for retirement
• Stability of my bank
• Finding an investment with a high interest rate

Please Select all the services your bank offers that you use

Please select all that apply.

• Savings Account
• Checking Account
• Money Market Account
• Certificate of deposit (CD)
• IRA or Roth IRA
• Other

Given the current economic situation, what steps have you (or do you plan on) taking to secure your finances?

Please select all that apply.

• Save more
• Research low risk investment opportunities
• Buy or increase life insurance
• Meet with financial advisor
• Invest less in the stock market
• Capitalize on low real estate or stock prices
• Spend less
• Increase retirement savings
• Re-balance investment portfolio
• Pay more attention to employers’ benefit offerings
• Create a monthly budget

Age

• 18
• 19
• 20
• 21
• 22
• 23
• 24
• 25
• 26
• 27
• 28
• 29
• 30
• 31
• 32
• 33
• 34
• 35
• 36
• 37
• 38
• 39
• 40
• 41
• 42
• 43+