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Thank you for your participation in the My Choice Banking program. At U.S. Bank it is very important to understand your experiences--what you thought about the financial review, the solution you developed with your banker and your overall impressions of the program. Your feedback will help us ensure we are delivering a quality program that is meeting your expectations.
The survey should only take a few minutes to complete. Your responses will remain confidential, and the results will be reported in summary. Thank you again for your participation in this survey and your continued business with U.S. Bank.
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About your Session
The questions in this section refer to the in-branch financial review you had with your personal banker as part of the My Choice Banking program.
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| 1. |
I found my financial review to be:
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A valuable use of my time:
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Straightforward and clear:
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Enjoyable:
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| 2. |
In the financial review, I felt that my banker was:
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Knowledgeable about the My Choice Banking program:
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Knowledgeable about the accounts and services U.S. Bank has to offer:
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Not trying to pressure me to buy additional accounts and services:
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Working with me to find the best solution for my needs:
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| 3. |
The reason I accepted the invitation to participate in the My Choice Banking program was :
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The $50 incentive I received just for participating:
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The potential to save money by consolidating my finances:
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To see what products U.S. Bank has to offer relative to my current bank:
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Getting a banker to help me achieve my financial goals:
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Getting a banker to help me set up a financial plan :
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My existing relationship with my banker:
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| 4. |
Of the above reasons for accepting the invitation, which one was the most important to you?
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| 5. |
How long did your financial review last, in minutes?
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| 6. |
What did you like most about the financial review process and experience?
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| 7. |
What would you like to see improved about the financial review process?
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About Your Solution
The questions in this section refer to the unique banking solution that you developed with your banker during your financial review.
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| 8. |
The reason I accepted the solution was that:
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It meets my individual needs:
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It will save me time in managing my finances:
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I will save money:
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I will be able to earn credits towards my rewards:
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| 9. |
In thinking about the benefits I could select to include in my solution, the most valuable ones for me were:
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Ongoing fee waivers for checking or savings accounts:
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One-time fee waivers for credit cards or mortgage closings:
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Points or miles for my credit card:
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Gift cards from Visa or other major retailers:
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Experience-based rewards, like spa days or golf lessons:
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Merchandise, such as televisions:
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| 10. |
Overall, I know how the My Choice Banking program works:
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Overall, I know what I need to do to earn the benefits in my solution:
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| 12. |
Are there any additional comments you would like to provide about your solution?
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After Your Financial Review
The questions in this section relate to the experiences you have had after your financial review, specifically follow-up conversations with U.S. Bank personnel and your thoughts on the program overall.
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| 13. |
I have been contacted by my banker after my financial review:
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I have been contacted by a U.S. Bancorp Investments, Inc. Financial Consultant (if applicable):
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I have been contacted by a mortgage officer (if applicable):
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| 16. |
U.S. Bank can help me earn the credits in my solution by:
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Helping me develop a comprehensive financial plan:
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Providing tools and information to help me compare U.S. Bank to its competitors:
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Showing me more clearly what I need to do to earn the credits in my solution:
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Having bank personnel contact me to help open accounts and services:
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Making it easier to move balances and accounts from other financial institutions:
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I think that this experience was much better than other experiences I have had with U.S. Bank:
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I think that the My Choice Banking program represents a truly different way of banking:
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I think that in the future, U.S. Bank should enhance the My Choice Banking program by:
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Allowing me to make changes to my solution when my financial situation changes:
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Letting me experiement with a Financial Review simulator at home to see how differnet financial scenarios impact my solution:
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Monitoring changes to accounts or interest rates to let me know when they become beneficial to me and should be added to my solution:
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Recommending new accounts and services to me based on upcoming events discussed during my financial review:
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Making it available to all U.S. Bank customers, not just select customers like me:
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I am very satisfied with U.S. Bank:
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I will continue to use U.S. Bank for my future financial needs:
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| 22. |
I will recommend U.S. Bank to a friend or associate:
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View the U.S. Bank Privacy Pledge. Our Web site address is usbank.com
U.S. Bank
Treasury Management Implementation
800 Nicollet Mall, BC-MN-H20P
Minneapolis, MN 55402
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