Provide detailed orientation about the Credit Union and its services
2
Introduce the new hire to the team and other key personnel
3
Allocate workstation and provide necessary equipment
4
Deliver necessary software and technology training for the job role
5
Introduction to credit union customer database system
6
Training on credit union specific products and compliance requirements
7
Sensitivity training on customer data confidentiality
8
Appointment of a mentor for guidance
9
Provide a tour of the premises
10
Involve in meetings with current clients under guidance
11
Assign initial tasks under supervision to familiarize with job role
12
Training on handling customer enquiries and resolution
13
Provide detailed training on credit union compliance regulations
14
Introduction to ongoing professional development programs available
15
Schedule regular check-ins with the reporting supervisor
16
Understanding and signing credit union policies and code of conduct
17
Approval: Manager on completion of initial tasks
18
Approval: Compliance Officer on understanding of compliance regulations
19
Perform initial assessments and evaluate performance
20
Formal introduction to the credit union members
Provide detailed orientation about the Credit Union and its services
In this task, the new hire will receive a comprehensive overview of the Credit Union and its services. The goal is to familiarize the new hire with the Credit Union's mission, values, and overall operations. By the end of this orientation, the new hire should have a clear understanding of the Credit Union's role in the community and the services it provides. The orientation will be conducted by the HR department and will include presentations, handouts, and interactive discussions.
Introduce the new hire to the team and other key personnel
In this task, the new hire will be introduced to the team members and other key personnel in the Credit Union. The goal is to facilitate networking and establish connections within the organization. The HR department will organize a meet and greet session where the new hire will have the opportunity to learn more about their colleagues' roles and responsibilities. By the end of this task, the new hire should feel welcomed and comfortable interacting with their team members and key personnel.
Allocate workstation and provide necessary equipment
In this task, the HR department will allocate a workstation to the new hire and provide all the necessary equipment. The goal is to ensure that the new hire has a comfortable and functional workspace. The HR department will coordinate with the IT department to set up the workstation with all the required hardware and software. By the end of this task, the new hire should have a fully functional workstation and be ready to start their work.
1
Computer
2
Monitor
3
Keyboard
4
Mouse
5
Headset
Deliver necessary software and technology training for the job role
In this task, the new hire will receive training on the software and technology tools relevant to their job role. The goal is to ensure that the new hire is proficient in using the necessary software and tools to perform their job tasks. The IT department will provide hands-on training and support to the new hire. By the end of this training, the new hire should be able to use the software and technology tools with ease.
1
Microsoft Excel
2
CRM Software
3
Online Banking Platform
4
Internal Communication Tool
5
Security and Compliance Software
Introduction to credit union customer database system
In this task, the new hire will be introduced to the credit union customer database system. The goal is to familiarize the new hire with the system and its functionalities. The IT department will provide an overview of the database system, demonstrate how to navigate and search for customer information, and explain the importance of data accuracy and confidentiality. By the end of this task, the new hire should be comfortable using the credit union customer database system.
Training on credit union specific products and compliance requirements
In this task, the new hire will receive training on the credit union's specific products and compliance requirements. The goal is to ensure that the new hire has a comprehensive understanding of the products offered by the credit union and the compliance regulations that govern their sales and marketing. The training will be conducted by the product and compliance teams. By the end of this training, the new hire should be knowledgeable about the credit union's products and the compliance requirements in place.
Sensitivity training on customer data confidentiality
In this task, the new hire will undergo sensitivity training on customer data confidentiality. The goal is to emphasize the importance of safeguarding customer information and maintaining strict data confidentiality. The training will be conducted by the HR department and will cover topics such as data protection policies, privacy regulations, and best practices for handling sensitive customer data. By the end of this training, the new hire should have a clear understanding of the importance of customer data confidentiality and the steps to ensure compliance.
1
Social Security Number
2
Bank Account Information
3
Date of Birth
4
Credit Card Information
5
Home Address
Appointment of a mentor for guidance
In this task, the new hire will be assigned a mentor who will provide guidance and support during their onboarding process. The mentor will be an experienced employee from the same department or a related role. The goal is to facilitate knowledge transfer and help the new hire integrate into the team. By the end of this task, the new hire should have a designated mentor whom they can approach for guidance and support.
Provide a tour of the premises
In this task, the HR department will provide a tour of the credit union premises to the new hire. The goal is to familiarize the new hire with the physical layout of the credit union, including different departments, facilities, meeting rooms, and common areas. The tour will be conducted by a representative from the HR department. By the end of this task, the new hire should have a good understanding of the layout of the credit union premises.
1
Customer Service
2
Operations
3
Finance
4
Marketing
5
IT
Involve in meetings with current clients under guidance
In this task, the new hire will be given the opportunity to observe meetings with current credit union clients under the guidance of a senior team member. The goal is to expose the new hire to real-world client interactions and provide insights into effective client communication and relationship management. By observing these meetings, the new hire can learn best practices and understand the expectations of the credit union's clients.
Assign initial tasks under supervision to familiarize with job role
In this task, the new hire will be assigned initial tasks under the supervision of a senior team member. The goal is to familiarize the new hire with their job role and responsibilities. The senior team member will provide guidance and support during the completion of the assigned tasks. By the end of this task, the new hire should have hands-on experience with their job tasks and a better understanding of their role in the credit union.
Training on handling customer enquiries and resolution
In this task, the new hire will receive training on handling customer enquiries and resolution. The goal is to equip the new hire with the necessary skills and knowledge to effectively communicate with customers, understand their needs, and provide appropriate solutions. The training will cover topics such as active listening, problem-solving techniques, and conflict resolution. By the end of this training, the new hire should feel confident in handling customer enquiries and resolving issues.
Provide detailed training on credit union compliance regulations
In this task, the new hire will receive detailed training on credit union compliance regulations. The goal is to ensure that the new hire is well-versed in the compliance requirements and regulations specific to the credit union industry. The compliance team will provide in-depth presentations and materials to educate the new hire. By the end of this training, the new hire should have a comprehensive understanding of the credit union compliance regulations.
1
Anti-Money Laundering (AML) regulations
2
Know Your Customer (KYC) requirements
3
Consumer Financial Protection Bureau (CFPB) regulations
4
Fair Credit Reporting Act (FCRA) compliance
5
Security and Privacy Regulations
Introduction to ongoing professional development programs available
In this task, the new hire will be introduced to the ongoing professional development programs available at the credit union. The goal is to emphasize the credit union's commitment to employee growth and provide the new hire with opportunities for continuous learning and skill enhancement. The HR department will present the various professional development programs available, including workshops, webinars, conferences, and certifications. By the end of this task, the new hire should be aware of the professional development opportunities and be encouraged to participate in them.
1
Leadership Development Program
2
Technical Skills Workshops
3
Industry Conferences
4
Certification Programs
5
Mentorship Programs
Schedule regular check-ins with the reporting supervisor
In this task, the new hire will schedule regular check-ins with their reporting supervisor. The goal is to establish clear communication channels and facilitate ongoing feedback and guidance. The new hire and the reporting supervisor will agree upon a schedule for check-in meetings, which can be weekly or bi-weekly, depending on the needs and preferences of both parties. By the end of this task, the new hire should have a regular check-in schedule established with their reporting supervisor.
Understanding and signing credit union policies and code of conduct
In this task, the new hire will review and sign the credit union policies and code of conduct. The goal is to ensure that the new hire is aware of the expectations, rules, and regulations governing their conduct within the credit union. The HR department will provide the necessary documents for review and signature. By the end of this task, the new hire should have a clear understanding of the credit union's policies and code of conduct and have signed the required documents.
1
Code of Ethics
2
Data Protection Policy
3
Anti-Harassment Policy
4
Conflict of Interest Policy
5
Social Media Policy
Approval: Manager on completion of initial tasks
Will be submitted for approval:
Assign initial tasks under supervision to familiarize with job role
Will be submitted
Approval: Compliance Officer on understanding of compliance regulations
Will be submitted for approval:
Training on credit union specific products and compliance requirements
Will be submitted
Provide detailed training on credit union compliance regulations
Will be submitted
Perform initial assessments and evaluate performance
In this task, the new hire will perform initial assessments and evaluate their own performance. The goal is to encourage self-reflection and identify areas for improvement. The new hire will assess their performance in key job tasks and skills. By the end of this task, the new hire should have a self-assessment of their performance and be able to identify areas for future development.
1
Customer Service Skills
2
Product Knowledge
3
Compliance Adherence
4
Communication Skills
5
Problem-solving Skills
Formal introduction to the credit union members
In this task, the new hire will receive a formal introduction to the credit union members. The goal is to officially welcome the new hire to the credit union community and make them feel included. The HR department will organize a formal introduction session where the new hire will have the opportunity to introduce themselves to the credit union members. By the end of this task, the new hire should have been formally introduced to the credit union members.
