Templates
Employee Onboarding
Credit Union Business Analyst Onboarding
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Credit Union Business Analyst Onboarding

1
Complete HR orientation
2
Review Credit Union structure and hierarchy
3
Undergo finance industry regulation training
4
Approval: Compliance Officer
5
Receive business analyst tools and software training
6
Learn company-specific systems and software
7
Meet the team members and project stakeholders
8
Review the specific business objectives and goals with manager
9
Approval: Manager
10
Attend introduction to data analysis and reporting activities
11
Study past and ongoing project documentation
12
Understand the Credit Union's business model
13
Get knowledge of customer needs and requirements
14
Review the Credit Union's business strategy
15
Approval: Strategic Team
16
Work on practicing tasks assigned by team lead
17
Attend training on problem-solving and strategic planning techniques
18
Review and understand the Credit Union's risk management strategy
19
Approval: Risk Management Team
20
Reach out for any questions or clarification needed