[Free Webinar] 5 Common Mistakes in Onboarding for Financial Institutions

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

Recorded Friday,
November 17th, 2023
Presented by Bobbi McVey-Blath
0h 30m total length

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • BSA
  • Collections
  • Commercial/Business Lending
  • Compliance
  • Computer Skills
  • CRA Compliance
  • Customer Service
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • Fraud
  • General Compliance
  • Human Resources
  • Information Technology/Security
  • IRAs
  • Lending
  • Lending Compliance
  • Management/Employee Development
  • Mortgage Lending
  • Reporting
  • Risk Management/Legal
  • Safe Deposit
  • Sales
  • Technology/Security
  • Teller
  • Transaction Compliance
  • Trusts
  • 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
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

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Keeping great talent is a struggle for 50% of financial institutions—and it’s never been more essential. Customer satisfaction and business growth depend on knowledgeable employees who can confidently meet customer needs. In today’s environment, it’s not enough to recruit great talent. Or to rely on orientation to get the employer-employee relationship off to a strong start.

Holding onto key employees requires dedicating resources to onboarding. Good onboarding weaves new employees into the culture of your organization, positions them to meet expectations sooner, and helps them start feeling that they belong. Find out from our expert what good onboarding takes, who should be involved, and how to avoid common onboarding mistakes that could sink your talent strategy.

What You'll Learn

  • Onboarding vs. Orientation
  • Optimal Onboarding Period
  • Key Players to Involve
  • Best Practices for Preparation
  • Setting Expectations for New Hires

Who Should Attend

This webinar is for financial services HR professionals, hiring managers, and anyone who has responsibility for employee retention goals in their institution.

Bobbi McVey-Blath

Instructor Bio

As a Certified Professional in Training Management (CPTM™), Bobbi works with an array of banking staff to ensure the training is aligned with the company's initiatives. Having worked in the banking field for over 25 years, Bobbi has had the opportunity to create curricula and facilitate to all levels, from onboarding to supervisor workshops & executive leadership. She is passionate about helping other trainers in her field and enjoys mentoring and coaching them.