---
title: Bank Customer Experience Survey Template | Paperform
description: Collect feedback on teller service, wait times, online banking, and branch convenience. Free customizable bank customer satisfaction survey template.
url: "https://paperform.co/templates/bank-customer-experience-survey"
type: static
generatedAt: "2026-03-28T00:43:07.504Z"
---

[← Back to free form templates](/templates/)    ![Bank Customer Experience Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bank-customer-experience-survey.png)
    [Preview](https://_preview.paperform.co/ai-template/bank-customer-experience-survey) [Use this template for free](/create?ai-template=bank-customer-experience-survey)    [Surveys & Questionnaires](/templates/category/surveys/)[Financial & Accounting Forms](/templates/category/financial/) [Finance](/templates/industry/finance/)[Banking](/templates/industry/banking/) [Manager](/templates/role/manager/)[Banker](/templates/role/banker/)[Customer Service Manager](/templates/role/customer-service-manager/)     About this free form template
Banking customers expect seamless service across every touchpoint—from in-branch interactions to digital platforms. This **Bank Customer Experience Survey template** helps financial institutions collect actionable feedback on teller service quality, wait times, online banking usability, loan satisfaction, and branch convenience.

Built for banks, credit unions, and financial services teams, this survey captures the full customer journey with targeted questions about service speed, staff professionalism, digital experience, and location accessibility. Use rating scales, multiple choice, and open feedback fields to understand what's working and where to improve.

**Why Paperform for banking surveys?**

Paperform lets you create professional, on-brand surveys that reflect your institution's identity. Customize colors, fonts, and imagery to match your bank's branding, then embed the survey on your website, share via email, or display on tablets in your branches.

With conditional logic built in, you can ask follow-up questions based on customer responses—like diving deeper into negative experiences or gathering details on specific service issues. All responses flow into your preferred CRM, feedback tool, or spreadsheet for analysis.

For banks managing multiple branches or departments, [Stepper](https://stepper.io) can route survey responses automatically—flagging urgent complaints to management, sending positive feedback to staff recognition channels, or triggering follow-up workflows for customers who need additional support.

Paperform is SOC 2 Type II compliant and designed with data security in mind, giving you confidence that customer feedback is collected and stored safely. Start measuring satisfaction, improving service quality, and building stronger customer relationships with this ready-to-use banking survey template.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Bank Branch Lost Property Claim Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bank-branch-lost-property-claim-form.png)

### Bank Branch Lost Property Claim Form

Submit a claim for personal property left at a bank branch. Includes account verification, visit details, item description, and security footage review consent.](/templates/bank-branch-lost-property-claim-form/)
[![Bank Customer Service Escalation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bank-customer-service-escalation-form.png)

### Bank Customer Service Escalation Form

Escalate unresolved banking issues to compliance and management for review, with tracking for dispute details, resolution deadlines, and regulatory requirements.](/templates/bank-customer-service-escalation-form/)
[![Bank Reference Letter Request Form for Visa Applications](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bank-reference-letter-request-form-for-visa-applications.png)

### Bank Reference Letter Request Form for Visa Applications

Request an official bank reference letter for your visa application. Provide your account details, balance information, and preferred delivery method to receive your letter quickly and securely.](/templates/bank-reference-letter-request-form-for-visa-applications/)
[![Safe Deposit Box Access Log Amendment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/safe-deposit-box-access-log-amendment-form.png)

### Safe Deposit Box Access Log Amendment Form

A comprehensive form for amending safe deposit box access privileges, adding authorized users, setting access restrictions, and establishing dual-custody requirements for enhanced security.](/templates/safe-deposit-box-access-log-amendment-form/)
[![529 College Savings Plan Enrollment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/529-college-savings-plan-enrollment-form.png)

### 529 College Savings Plan Enrollment Form

Streamline 529 college savings plan enrollment with beneficiary details, contribution schedules, investment preferences, and gift contribution options.](/templates/529-college-savings-plan-enrollment-form/)
[![Affidavit of Identity Theft](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/affidavit-of-identity-theft.png)

### Affidavit of Identity Theft

A comprehensive affidavit form for reporting identity theft to financial institutions, including incident details, fraudulent account information, and supporting documentation.](/templates/affidavit-of-identity-theft/)
[![ATV & Powersports Financing Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/atv-powersports-financing-application.png)

### ATV & Powersports Financing Application

Apply for financing on ATVs, UTVs, motorcycles, and powersports equipment. Quick approval process with flexible terms for recreational and utility vehicles.](/templates/atv-powersports-financing-application/)
[![Bank Fee Dispute Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bank-fee-dispute-form.png)

### Bank Fee Dispute Form

A professional form for customers to dispute bank fees and request waivers. Includes fee details, charge information, justification for waiver, account history review, and resolution preferences.](/templates/bank-fee-dispute-form/)
[![Bank Fraud and Embezzlement Incident Report](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/bank-fraud-and-embezzlement-incident-report.png)

### Bank Fraud and Embezzlement Incident Report

A comprehensive incident report form for documenting suspected fraud, embezzlement, or financial irregularities within banking institutions, including transaction details and regulatory compliance triggers.](/templates/bank-fraud-and-embezzlement-incident-report/)
[![Banking Branch Teller Equipment Purchase Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/banking-branch-teller-equipment-purchase-request-form.png)

### Banking Branch Teller Equipment Purchase Request Form

A professional form for banking branches to request new teller equipment, ensuring ADA compliance, fraud prevention capabilities, and transaction volume requirements are met.](/templates/banking-branch-teller-equipment-purchase-request-form/)
[![Banking Relationship Transfer Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/banking-relationship-transfer-request-form.png)

### Banking Relationship Transfer Request Form

A comprehensive form for customers transferring their banking relationship to a new financial institution, including account migration, automatic payment transfers, and a structured closing timeline.](/templates/banking-relationship-transfer-request-form/)
[![Business Loan Repayment Direct Debit Authorization Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/business-loan-repayment-direct-debit-authorization-form.png)

### Business Loan Repayment Direct Debit Authorization Form

Streamline loan repayments with automatic direct debit setup. Configure payment schedules, review amortization details, and manage early repayment options for business loans.](/templates/business-loan-repayment-direct-debit-authorization-form/)