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Anytime. Anywhere.

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Onboarding Consumer/Business Survey

SECTION 1 - Account Opening Experience

Based on your account opening experience, please rate the branch for each of the following:

Very Poor
Very Good

Did our representative make the account opening process easy?
Were you acknowledged or greeted immediately when entering the branch?
Did our representative treat you like they value having your business?
Did our representative make an effort to understand your specific banking needs?
Did our representative provide you with information you needed to make the right choices?
Was our representative knowledgeable about the products & services discussed?
Please rate the overall quality of the service provided.
How would you rate Tompkins Trust as a place to do your banking? (informational purposes only)

SECTION 2 - Branch Follow Up

Please respond to the following with Yes or No

Did you receive a thank you note in the mail from your bank representative after you opened your new account?
After your account was opened, were you contacted by a bank representative welcoming you and verifying you had received everything you needed, i.e. checks, debit card, etc?

SECTION 3 - Profiling

Please respond to the following with Yes or No, as to which of the following topics our representative discussed with you when opening your account

Your financial goals
What your business does
Your family/work
Products and services you have at other financial institutions
Your banking routine (how often you make deposits, # of items you deposit, if you use payroll services)

Have you been made aware of our full range of products and services, including...

Investment Services
Cash Management Services (Remote Deposit, Lockbox, Wire and Payroll)
Insurance Services
Our suite of electronic banking services (Internet Banking or Mobile, Debit Card, eStatements)
Our electronic business products (Internet Banking with Bill Pay, Debit / Credit Card, eStatements)

SECTION 4 - Overall

Would you consider Tompkins Trust for your future banking needs?
* Indicates Required Fields
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