Bank Manager Onboarding Checklist

This checklist outlines the onboarding process for new bank managers. It covers pre-boarding tasks such as sending a welcome email, providing access to the onboarding portal, and scheduling introductory meetings. The first day includes an office tour, IT orientation, meetings with HR and key team members, and training sessions. The first week involves compliance training, shadowing experienced managers, and hands-on systems training. The first three months focus on advanced training, managing a small portfolio, and professional development. Throughout the process, regular check-ins and feedback sessions are conducted to ensure a smooth transition into the role.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Why should I buy this template when I can get the basic steps from your website?

Our website outlines some of the basic areas that you should cover when onboarding a new staff member. We've gone deeper with our paid checklists to include human-centred design principles, spaced information (to reduce information overload), a stress-reduction emphasis, quick wins for new staff members and an example timeline for your employee's first day.

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.