Templates
Employee Onboarding
Credit Union Branch Manager Onboarding
Credit Union Branch Manager Onboarding
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Credit Union Branch Manager Onboarding

1
Provide Introduction and Overview of Credit Union
2
Tour of Branch and Introduce to Team
3
Provide Company Policy and Procedure Manual
4
Review Company Culture and Values
5
Review Job Description and Expectations
6
Train for Bank/Credit Union Software
7
Train for Customer Service Procedures
8
Set Up Workstation with Necessary Equipment and Tools
9
Review Safety and Emergency Procedures
10
Train for Customer Dispute Resolution Techniques
11
Train for Handling Confidential Client Information
12
Set Goals and Performance Objectives
13
Schedule Weekly Check-in Meetings for the First Month
14
Familiarize with Credit Union Products and Services
15
Review Legal and Compliance Guidelines
16
Approval: Manager for Training Completion
17
Introduce to Major Clients and Partners
18
Provide Contact Information for Support and Resources
19
Review Sales Goals and Strategies
20
Wrap-up and Q&A Session