Credit Union Member Satisfaction Survey

Help Your Credit Union Deliver Exceptional Member Experiences

Credit unions thrive on member satisfaction and community trust. This Credit Union Member Satisfaction Survey template helps you collect actionable feedback across every touchpoint—from loan applications and branch visits to digital banking and customer service interactions.

Built for Credit Unions That Put Members First

Whether you're a small community credit union or a regional institution serving thousands of members, understanding member satisfaction is essential for retention, growth, and competitive positioning. This template is designed specifically for credit unions looking to:

• Evaluate loan process satisfaction across personal loans, auto loans, mortgages, and credit products
• Assess branch accessibility including hours, location convenience, and in-person service quality
• Measure digital banking experience for mobile apps, online banking, and self-service tools
• Identify service gaps and opportunities for improvement before members leave
• Track Net Promoter Score (NPS) and member loyalty metrics

From Feedback to Action with Paperform

With Paperform's flexible form builder, you can customize this survey to match your credit union's brand, add conditional logic to ask relevant follow-up questions, and create a welcoming experience that encourages honest feedback. The doc-style editor lets you add your logo, adjust colors to match your brand guidelines, and include friendly, conversational language that reflects your member-first values.

Automate your feedback workflow by connecting this survey to your CRM or member management system. Use Stepper (stepper.io) to automatically route negative feedback to your member services team for immediate follow-up, compile monthly satisfaction reports, or trigger thank-you emails to members who complete your survey.

AI Insights can analyze hundreds of responses to identify common themes, sentiment trends, and priority areas—giving your leadership team clear, data-driven direction for service improvements without hours of manual analysis.

Professional, Secure, and Member-Ready

Credit unions need to maintain member trust at every interaction. This template is built on Paperform's SOC 2 Type II compliant platform, ensuring member feedback is collected and stored securely. You can embed the survey on your website, send it via email campaigns, or share it through your mobile banking app.

Ready to turn member feedback into better service? Start with this template and customize it to fit your credit union's unique offerings and member demographics.