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Member Relationship Officer Onboarding

Introduction to the organization culture

Familiarize with member relationship management software

Set up office communications and IT equipment

Understand duties and responsibilities

Meet team and key department stakeholders

Review of member services

Approval: Team Leader on understanding Guidelines

Detailed training on member relationship tools and techniques

Data privacy and confidentiality briefings

Undergo product and services oriented training

Review company’s member policy guidelines

Understand escalation procedures

Approval: HR on completed trainings

Role shadowing with experienced member relation officer

Learn how to use CRM and other tools effectively

Learn company's member service standards and procedures

Understand key performance indicators

Start working under supervision for initial days

Attend customer handling and service improvement workshops

Feedback and review session with the trainer

Approval: Manager on Competency and Readiness

Introduction to the organization culture

Get to know the unique culture of our organization that values teamwork, innovation, and customer-centric approach. Understand how our culture shapes our values, decision-making processes, and daily operations. This will help you align with our organization's goals and contribute effectively to our member relationship management. Have you been exposed to diverse organizational cultures before?

Familiarity with diverse organizational cultures

1

Yes
2

No

Familiarize with member relationship management software

Learn how to navigate and utilize our member relationship management software effectively. This software is crucial for managing and organizing member interactions, tracking customer data, and providing excellent service. Do you have any prior experience with CRM software?

Prior experience with CRM software