The purpose of this survey is to find out what we are doing right and to learn how we can better serve you. Please answer the questions below. Remember, all responses will be completely confidential.

*You may submit anonymously—or—with your name and email address to be entered into a drawing for a $100 Gift Card.

1. How do you conduct the majority of your business with OFAFCU?
	In person	By phone	Online	By mail	No preference
2. Have you spoken to a credit union representative in person or by phone in the past six months?
	Yes	No
3. If yes, how would you rate the representative on the following:
Friendliness	Excellent	Very good	Good	Fair	Poor
Accuracy	Excellent	Very good	Good	Fair	Poor
Timeliness	Excellent	Very good	Good	Fair	Poor
Knowledge	Excellent	Very good	Good	Fair	Poor
Professionalism	Excellent	Very good	Good	Fair	Poor
4. Which of the following financial services do you use . . .				At OFAFCU	Elsewhere
Savings products (besides a share savings account)
Checking
Loans
Visa credit card or debit card
Remote access (Online Banking, Audio Response, ATMs, etc.)
Other (specify)
5. In the next six months, do you anticipate needing any of the following?
Auto loan
Home Equity Loan
Prime Plus Line of Credit
Visa credit card
6. Would the credit union be your first choice for these services?
	Yes	No
7. Why or why not?
The rates the credit union offers
The quality of member service
The convenience of the credit union vs. elsewhere
Other (specify)
8. Do you consider OFAFCU to be your primary financial institution?
	Yes	No
9. If not, what would it take to make you choose OFAFCU over your current financial institution?
Lower rates
Higher dividends
Better branch/ATM locations
Improved quality of service
More online services
Other (specify)
I would not consider switching no matter what
10. Are you aware of our Senior Saver Club and the enhanced menu of services designed especially for our members over the age of 55?
	Yes	No
11. If yes, how would you rate it?
	Excellent	Very good	Good	Fair	Poor
12. Are you familiar with our “Don’t Keep Us a Secret” family referral cash reward benefits?
	Yes	No
13. Have you invited a family member to join the credit union?
	Yes	No
14. Would you in the future?
	Yes	No
15. Where do you usually go for news and information about the credit union?
Mini Messenger Newsletter
The Website (www.ofafcu.org)
Call the Credit Union
Stop by the Credit Union
Other (specify)
If you would like a personal response to your survey, please provide your name and contact information below. You can also use this space for any additional comments. Thank you for your time and your commitment to making your credit union better.
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