Sample Customer Profile for Bank Template
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Sample Customer Profile for Bank

[YOUR COMPANY NAME]

I. Demographic Information

Customer: Angela King

Attribute

Details

Age

35

Gender

Female

Occupation

Marketing Manager

Income

$85,000 per year

Education Level

Bachelor’s Degree in Business

Marital Status

Married

Household Size

3 (Angela King, spouse, and one child)

II. Behavioral Traits

  • Banking Needs: Savings account, checking account, mortgage, and investment services

  • Transaction Frequency: Regular monthly transactions, occasional large transfers

  • Preferred Banking Channels: Online banking and mobile app

  • Financial Goals: Saving for child’s education, planning for retirement

  • Spending Habits: Moderate spender, budget-conscious, prioritizes family expenses

III. Psychographic Details

  • Values: Family-oriented, values financial security, prefers convenience

  • Lifestyle: Active, enjoys travel and family activities, health-conscious

  • Interests: Reading, fitness, community involvement

IV. Geographic Information

  • Location: Suburban area in the Midwest

  • Home Ownership: Owns a single-family home

V. Additional Insights

  • Challenges: Balancing work and family life, managing long-term financial goals

  • Preferred Communication: Email and mobile notifications

  • Banking Preferences: Values personalized financial advice and customer service