Credit Union Member Satisfaction Survey

Understanding member satisfaction is essential for credit unions that prioritize member-first service and community values. This Credit Union Member Satisfaction Survey helps you collect actionable feedback across every touchpoint—from teller interactions and loan approvals to mobile banking usability and branch accessibility.

Unlike traditional banks, credit unions thrive on member relationships and trust. This template is designed specifically for credit unions looking to measure service quality, identify pain points, and discover opportunities to better serve their members. Whether you're a small community credit union or a larger regional institution, this survey gives you the insights you need to stay competitive and member-focused.

The survey covers key areas including teller service quality, loan approval process ease, account features satisfaction, mobile banking and online services, branch accessibility, competitive rates evaluation, and overall member experience. With built-in rating scales, multiple choice questions, and open feedback fields, you'll capture both quantitative metrics and qualitative insights that drive meaningful improvements.

Paperform makes it easy to customize this survey to match your credit union's branding and embed it on your website, share via email campaigns, or display on tablets in your branches. With conditional logic, you can show relevant follow-up questions based on member responses—for example, asking about specific loan types only if members indicate they've applied for a loan.

Once responses start flowing in, use AI Insights to automatically summarize themes from open-ended feedback, spot trending concerns, and generate charts that make reporting to your board or management team effortless. Connect your survey to your CRM or member management system via Stepper (stepper.io) to automatically route feedback to the right teams, flag urgent issues, or trigger follow-up workflows when satisfaction scores fall below your threshold.

This template is perfect for credit union managers, member experience teams, branch managers, marketing directors, and anyone responsible for improving member satisfaction and retention. Start gathering the feedback you need to strengthen member relationships and stay true to your credit union's mission.