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Credit Union Questionnaire Template

The document is a questionnaire designed for credit unions to analyze their internal and external environments. It includes sections on general information, membership, accounts and services, lending, deposit accounts, technology and security, branch and ATM network, customer service, and community involvement. The responses will provide valuable insights into the operations and offerings of the participating credit unions.

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ayalefacbeatrice
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14 views3 pages

Credit Union Questionnaire Template

The document is a questionnaire designed for credit unions to analyze their internal and external environments. It includes sections on general information, membership, accounts and services, lending, deposit accounts, technology and security, branch and ATM network, customer service, and community involvement. The responses will provide valuable insights into the operations and offerings of the participating credit unions.

Uploaded by

ayalefacbeatrice
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

YAOUNDE INTERNATIONAL BUSINESS SCHOOL (YIBS?

)
CGWD

ANALYZING THE ENVIRONMENT OF THE ENTERPRISE (INTERNAL AND EXTERNAL)

Thank you for accepting to participate in this questionnaire.


Your response is invaluable to us
Please take a few minute to answer the above questions

● Name.__________________________________
● Age.___________
● Gender
Male
Female
Prefer not to say

*General Information*

1. What is the name of your credit union?


2. What is your credit union's mission statement?
3. What year was your credit union established?
4. What is your credit union's asset size?
5. How many members does your credit union serve?

*Membership*

1. Who is eligible to join your credit union?


2. What are the requirements for membership?
3. Do you offer membership to individuals, businesses, or both?
4. Are there any membership fees?
*Accounts and Services*

1. What types of accounts do you offer (e.g., checking, savings, CDs, IRAs)?
2. Do you offer online banking and mobile banking services?
3. Do you have an ATM Network
6. Do you offer investment services (e.g., retirement accounts, brokerage services)?
7. Do you offer insurance services (e.g., life, auto, home)?

*Lending*

1. What are your current loan rates for various loan products?
2. What are your lending criteria (e.g., credit score, income requirements)?
4. What are your loan terms and repayment options?

*Deposit Accounts*

1. What are your current interest rates for deposit accounts?


2. Do you offer overdraft protection?
3. What are your fees for deposit accounts (e.g., maintenance fees, NSF fees)?

*Technology and Security*

1. Do you have a mobile app?


2. Is online banking secure (e.g., encryption, two-factor authentication)?
3. Do you offer account alerts and notifications?
4. How do you protect member information and prevent identity theft?

*Branch and ATM Network*

1. How many branches does your credit union have?


2. Where are your branches located?
3. Do you participate in a shared branching network?
4. How many ATMs do you have?
5. Are your ATMs part of a surcharge-free network?

*Customer Service*

1. What are your customer service hours?


2. Do you offer 24/7 phone support?

*Community Involvement*

1. Does your credit union participate in community development programs?


2. Do you offer financial education resources?

What are your future visions for


Here are some potential questions to ask a credit union as part of a questionnaire:

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