We appreciate you taking the time to share your thoughts, experiences and insights with us!
Updated Deadline: Please complete by Friday 11/15. Thank you!
Customer Profile

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1. First & Last Name (Optional)

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2. What age range do you fall into?

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3. City of Residence

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4. How long have you been a customer with Heritage?

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5. What branch do you visit most often?

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6. What forms of communication do you prefer the Bank to use so you are aware of current offers and specific promotions you might qualify for? Please select all that apply.

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7. Please select all products and services you currently have with Hertiage Bank.

General Relationship with Heritage Bank

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8. What was the primary reason(s) why you chose to bank with Heritage? Please select all that apply.

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9. Do you consider Heritage Bank your primary financial institution.

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10. If No to the question above, who do you consider your primary financial institution and why?

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11. What do you like most about Heritage?

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12. What do you like the least about Heritage?

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13. On a scale of 1-10, how likely are you to recommend the Bank to a relative, friend or co-worker as a great place to bank? One (1) is you're the least likely to recommend the Bank to others, and ten (10) is you're very likely to recommend the Bank to others.

0 5 10
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i We adjusted the number you entered based on the slider’s scale.

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14. Please tell us why you answered as you did to the above question.

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15. What do you think makes the Bank different from other financial institutions?

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16. How would you describe the bank’s reputation in the community?

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17. Fill in the blank (and please be as specific as possible - feel free to even go into a few sentences): When I think of Heritage Bank, I think of______________.

Closing Questions

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18. Is there anything else you would like to tell us about the Bank? (Optional)

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19. Would you like to be contacted by a Representative regarding any Bank product or service? If yes, please select all that apply from the options below and a Representative will be in touch with you within two business days. (Optional)

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20. First and Last Name

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21. Email Address

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22. Phone Number

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