Monument Credit Union Employee Opinion Survey. Employee Report. Presented by:

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1 Monument Credit Union Employee Opinion Survey Employee Report Presented by:

2 Survey Participation Demographics Survey Participants 94% Survey Non-Participants 6% Supervisory Status Breakdown Supervisors 19% Non-Supervisors 80% Unknown 1% Survey Participation per Tenure Category 0-6 Month Employees 6% 6-12 Month Employees 11% 1-2 Year Employees 8% 2-4 Year Employees 15% 4-7 Year Employees 14% 7+ Year Employees 46% Survey Participation per Department Accounting Investments Busineses Services Card Services Collections Consumer Lending Real Estate Services Facilities Marketing Human Resources Training Executive Team Middle Management Call Center Information Technology Electronic Funds Transfer Internal Audit Branch 1 Branch 2 Branch 3 Branch 4 Branch 5 Branch 6 80% 93% 82% 83% 88% 96% 88% 90% 92% 83% 95% 89% 89% 1

3 Survey Participation Demographics (con't) Employees Participation per Department (con't) Branch 7 Branch 8 Branch 9 Branch 10 Branch 11 Branch 12 Branch 13 Branch 14 86% 94% 93% 88% 96% 2

4 Part 1: Job Satisfaction 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree In my job, I am treated as a responsible and important employee. I perform work that is meaningful to me. I am under too much stress because of my job. I am given the responsibility to make decisions on my own. In my job, I get to do challenging work I have the necessary supplies and equipment (including technology) to do my job well. I like the job that I do I am given adequate feedback about my performance I am clear on what is expected of me and how my job performance will be evaluated. I am well-trained in all aspects of my job I am able to complete my work each day within the required timeframes Definition of Column Terms: - the overall average of the Monument Credit Union respondents this year.. (ative) - the overall average across all People Perspectives credit union clients from

5 Part 1: Job Satisfaction (con't) 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree Slightly Disagree Part 1: Job Satisfaction Question Number 4

6 Part 2: Organizational Satisfaction 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree 2.1 This credit union is well-managed At the credit union, I believe that my opinions matter Employees are treated fairly without regard to race, gender, or age. I am proud to be an employee of this credit union. I think that most employees like working at this credit union. Communication between departments is good. Cooperation between departments is good. I have good friends who work at the credit union. I believe the credit union is positioned for a good future. I understand the long-term goals and direction of the credit union The credit union offers the appropriate training for me to be successful in my current position

7 Part 2: Organizational Satisfaction (con't) 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree Slightly Disagree Part 2: Organizational Satisfaction Question Number 2.12 On a scale of 1-10 (with 10 being the highest rating), please rate the level of morale in the credit union: : 8.12 ative : In obtaining credit union related information, what percentage of each method listed below provides you with the information? Coworkers 30% 31% Direct Supervisor 44% 40% Credit Union Management 16% 20% Gossip 10% 9% 6

8 Part 3: Salary & Benefits Satisfaction 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree I believe that my salary is fair for the work that I do at the credit union. I feel that I get the pay raises that I deserve. If an employee performs well, he/she can expect a pay raise that reflects it Management cares about paying employees wages competitive to other credit unions. I believe that my benefits are competitive with those offered at other credit unions. I fully understand the benefits that are offered to me at the credit union Our current benefit plan meets my needs Slightly Disagree Part 3: Salary & Benefits Satisfaction Question Number 7

9 Part 4: Opportunity for Advancement 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree There is a lot of potential for advancement for those who want to get ahead. I believe that I have a good opportunity to advance at the credit union My career development at the credit union is encouraged. Job promotions are administered fairly at the credit union. The credit union strives to promote from within whenever possible Slightly Disagree Part 4: Opportunity for Advancement Question Number 8

10 Part 5: Department/Branch Satisfaction 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree I like working in the department in which I am currently assigned. The employees in my department know their jobs well. Some of the employees in my department complain too much The employees in my department help each other when someone falls behind. I enjoy working with my coworkers There is a strong sense of teamwork within my department. My coworkers are committed to producing quality work

11 Part 5: Department/Branch Satisfaction (con't) 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree Slightly Disagree Part 5: Department/Branch Satisfaction Question Number 5.8 On a scale of 1-10 (with 10 being the highest rating), please rate the level of morale in your department/branch: : 7.76 ative :

12 Part 6: Supervisory Satisfaction 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree 6.1 I usually know where I stand with my supervisor My supervisor gives preferential treatment to one or more employees My supervisor knows his/her job very well. My supervisor consistently supports the credit union's corporate values. My supervisor treats us fairly and with respect. My supervisor is effective in providing recognition My supervisor keeps the department informed about credit union policies and changes. My supervisor is helpful when someone approaches him/her with a work problem or question. My supervisor evaluates my performance fairly My supervisor is an effective coach

13 Part 6: Supervisory Satisfaction (con't) 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree Slightly Disagree Part 6: Supervisory Satisfaction Question Number 6.11 When was the last time your supervisor recognized you for good performance? Today 7% 9% Yesterday 6% 8% This week 14% 19% This month 33% 35% More than one month ago/can't remember 40% 30% 6.12 On a scale of 1-10 (with 10 being the highest rating), how satisfied are you with your current supervisor? : 8.47 ative :

14 Part 7: Overall Satisfaction 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree I try to go the extra mile for my coworkers and/or members. I usually look forward to coming to work at the credit union. The credit union is sensitive to employees lives outside of work and responds to employees personal needs when possible. The credit union does a good job helping me to balance work/life issues. I complain to my family, friends, and/or coworkers about my job. I am motivated to help this credit union be successful If I had a complaint, I believe that the credit union would give it fair attention. This credit union values its employees. 7.9 I would recommend this credit union to others as a good place to work Overall, this is a good company to work for

15 Part 7: Overall Satisfaction (con't) 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree Part 7: Overall Satisfaction Slightly Disagree Question Number 14

16 Employee Engagement 5 = 2 = Disagree Slightly 4 = 1 = Disagree 3 = Slightly 0 = Disagree Overall Employee Engagement : : 3.98 ative : 3.95 Slightly Disagree Overall Employee Engagement Overall Engagement 15

17 8.1 Part 8: Membership Satisfaction On a scale of 1 10 (with 10 being the highest rating), how satisfied do you think the members are with the following: a. The credit union's level of member service: b. The credit union's products/services: c. The credit union overall: (Questions 8.2 and 8.3 are qualitative questions.) Part 9: Employee Feedback (Questions 9.1 and 9.2 are qualitative questions.) 9.3 How long do you see yourself working at this credit union? Unsure 15% 16% <1 year 1% 2% 1-2 years 2% 5% 2-5 years 8% 16% More than 5 years 74% 61% 9.4 Over the last year (or since you ve been hired, if it s less than one year), has your overall satisfaction: Increased 39% 40% Stayed the same 45% 40% Decreased 16% 19% 9.5 Have you recently sought employment outside of the credit union? Yes 12% 18% No 88% 82% (Question 9.6 is a qualitative question.) 16

18 Part 9: Employee Feedback (con't) 9.7 Which of the following reasons explain why you continue to work at the credit union? (Check as many as apply) Salary 57% 42% Benefits 76% 58% Challenging work 37% 41% Location 54% 42% Career advancement potential 36% 33% Supervisor 31% 34% Coworkers 40% 52% Other 15% 15% (Questions 9.8, 9.9 and 9.10 are qualitative questions.) 17