Free Sample Customer Profile for Bank Template
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
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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
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Values: Family-oriented, values financial security, prefers convenience
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Lifestyle: Active, enjoys travel and family activities, health-conscious
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Interests: Reading, fitness, community involvement
IV. Geographic Information
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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
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Preferred Communication: Email and mobile notifications
-
Banking Preferences: Values personalized financial advice and customer service
