Onboarding and Retention Series

This video-based series covers seven key topics to enhance the hiring, onboarding, and retention processes in financial institutions. The best practices in these courses will lead to higher employee engagement, teamwork, and reduced turnover.

  • Customer Service
  • Human Resources
  • Management/Employee Development
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Facilities Manager
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Privacy Officer/Information Security Professional
  • Private Banker
  • Risk Manager
  • Security Officer
  • Senior Management
  • Small Business Lender
  • Teller
  • Training Manager
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

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Onboarding Unleashed

These courses are designed to help enhance the new hire’s integration, creating a stronger team cohesion and a positive organizational culture.

Financial services HR professionals, hiring managers, and anyone who has responsibility for employee onboarding and retention goals in their institution will benefit from these courses.

What You'll Learn

Interview Tips to Ensure You’re Hiring the Right Fit

In this session, we’ll explore strategies to ensure you hire the right fit for your organization. Hiring the right employees goes beyond just evaluating skills and qualifications; it’s about finding individuals whose attitudes align with your company culture and values. We’ll discuss what to ask and listen for during interviews to identify candidates who not only possess the necessary skills but also demonstrate the right attitude.

What New Hires Should Know Before Their First Day

In this session, we’ll discuss what new hires should know before their first day to ensure a smooth transition into your organization. By providing essential information and setting clear expectations, you can help new employees feel prepared and confident as they embark on their journey with your institution.

Preparing for a Successful First Day: Manager’s Checklist

In this session, we will focus on the essential tasks that direct managers should complete before a new hire’s first day to ensure a smooth and positive onboarding experience. By taking proactive steps to welcome new employees, managers can create an environment that fosters a sense of belonging and support.

Roles and Responsibilities on the First Day or the First Week: HR and Beyond

In this session, we will discuss the roles and responsibilities of different stakeholders, specifically focusing on what HR should cover during a new hire’s first day or first week. By clearly defining the responsibilities of HR and other relevant parties, you can ensure a comprehensive onboarding experience for new employees.

Direct Management’s Role in Onboarding: Key Areas to Cover

In this session, we will discuss the crucial role of direct management in the onboarding process. Direct managers play a significant role in setting expectations, providing clarity, and facilitating a smooth integration for new hires. We’ll explore the key areas that direct management should cover, including policies, job role expectations, and more.

Performance Management Expectations in Your Role

In this session, we will discuss the performance evaluation process, goal setting, performance expectations, professional development opportunities, and any available mentorship programs within the institution. By understanding these aspects, you can effectively navigate your performance management journey and thrive in your role.

Ongoing Onboarding Best Practices for Continuous Success

In this session, we will discuss ongoing onboarding best practices to ensure the continuous success of new hires. By implementing regular check-ins, providing additional training as needed, and more, we can create an environment that fosters growth, engagement, and sense of belonging.

Summary: Best Practices for Hiring, Onboarding, and Retention in Financial Institutions

Throughout this webinar series, we have covered seven key topics to enhance the hiring, onboarding, and retention processes in financial institutions. This session will recap each topic and highlight the benefits of implementing these practices.