Service Opportunity Assessment

Service Opportunity Assessment

90-DAY TELEPHONE SERVICE EVALUATION PROGRAM

The Service Opportunity Assessment is a 90-Day Telephone Customer Service Evaluation Program designed to meet two important objectives.


  1. Provide an assessment of customer experiences when they contact the bank by telephone.
  2. Provide detailed management reports for managers to examine the bank’s customer service performance.


Each location/department that has a telephone number included in your assessment will receive 15 telephone customer service evaluations during a 90-day evaluation period. The evaluations will be distributed equally with five evaluations per month. 

Relationship Opportunity Assessment Information
Share by: