About our Advisory Board

Customer Needs Survey

We are preparing to open a new community business bank to serve you! It would help us tremendously if we know more about your banking and financial services needs. Therefore, we would greatly appreciate your willingness to complete this brief survey. The information you provide will be handled confidentially.

Here are your choices for the questions below: V = Very Important M = Mildly Important N= Not Important

1. Are these bank attributes important in your banking relationship (see key above)?
  V M N
Understanding my business
Quick loan decisions
Experienced loan officers
Friendly staff
Personalized service
Banking advice
Other:


2. How important are these products for your bank to provide?
  V M N
Line of Credit
SBA Loans
Commercial Real Estate Loans
Construction Financing
Inventory/Receivables Financing
Residential Mortgages
Business Credit Card


3. How important is it that your bank provides these services to you?
  V M N
Business
Online Banking
Courier Service
Personal
Remote Deposit Capture
(deposit checks electronically - new!)
Notary Services
Deposit/Withdrawls at ATM
Other:


4. How important is it to you that your bank provide these ancillary services?
  V M N
Investment
Strategic Planning
Insurance
Payroll Services
Payroll Cards (new)
Stored-value Cards
Tax Planning


5. How often do you meet with your bank's president?


6. Are you satisfied with the service you are receiving from your current bank?
Yes No - Why Not?

7. Where do you currently conduct your banking?


8. What is the approximate dollar volume of your annual business sales?


9. What do you anticipate your annual borrowing needs to be?


10. Do you have any immediate or near future banking needs you would like us to help you with?
Yes - Needs:
No

11. If our survey has missed any banking need you would particularly be interested in, please share your thoughts about that below and describe briefly your ideal financial institution experience.


12. If Paradise Valley Bank (Proposed) could meet or exceed your expectations, would you consider moving your business to our locally owned, service oriented, FDIC insured community bank?
Yes No
If not, why

13. Paradise Valley Bank (Proposed) intends to be an active partner with non-profit organizations. Do you have a non-profit / charitable organization that you are involved with?
Yes No
If yes, name of non-profit/charity

NEITHER THIS CORRESPONDENCE NOR QUESTIONNAIRE ARE OFFERS TO SELL OR A SOLICITATION OF AN OFFER TO BUY SHARES OF COMMON STOCK OF PARADISE VALLEY BANK (PROPOSED). THE OFFERING WILL BE MADE TO INVESTORS BY MEANS OF AN OFFERING CIRCULAR THAT CONTAINS COMPLETE INFORMATION, INCLUDING RISK FACTORS.

Your Business Name:
Your Name:
Title:
Business Address:
City, State, Zip:
Phone:
Email: