Templates
Employee Onboarding
Member Relationship Officer Onboarding
Member Relationship Officer Onboarding
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Member Relationship Officer Onboarding

1
Introduction to the organization culture
2
Familiarize with member relationship management software
3
Set up office communications and IT equipment
4
Understand duties and responsibilities
5
Meet team and key department stakeholders
6
Review of member services
7
Approval: Team Leader on understanding Guidelines
8
Detailed training on member relationship tools and techniques
9
Data privacy and confidentiality briefings
10
Undergo product and services oriented training
11
Review company’s member policy guidelines
12
Understand escalation procedures
13
Approval: HR on completed trainings
14
Role shadowing with experienced member relation officer
15
Learn how to use CRM and other tools effectively
16
Learn company's member service standards and procedures
17
Understand key performance indicators
18
Start working under supervision for initial days
19
Attend customer handling and service improvement workshops
20
Feedback and review session with the trainer
21
Approval: Manager on Competency and Readiness