Finance
Branch Manager Onboarding
👨‍💼

Branch Manager Onboarding

1
Gather all necessary employment documents
2
Setup work email and communication tools
3
Arrange company orientation
4
Schedule meeting with the HR department
5
Provide company policies and procedures manual
6
Introduction meeting with the team
7
Setup work station, including computer and necessary software
8
Assign company resources and supplies
9
Arrange training on company's products and services
10
Approval: HR for Completed paperwork
11
Assign branch-specific tasks
12
Complete banking system training
13
Meet with Regional/Branch Manager for initial briefing
14
Schedule observation period with fellow branch manager
15
Outline expectations and goals for the first few months
16
Provide contact list of important internal and external contacts
17
Arrange weekly check-in meetings for the first month
18
Approval: Regional Manager for Onboarding Progress
19
Introduce to key clients and stakeholders
20
Provide feedback and guidance after the first month