FirstBank OnBoarding Manual - Flipbook - Page 36
ONBOARDING 90-DAY SUPPORT
Prior to Hire Date
• Welcome email sent to your personal email address, questionnaire sent and recieved by
mtgonboarding@FirstBankOnline.com.
• NMLS created or transfer process started.
• Training dates are scheduled for you and placed in your Outlook calendar.
• Marketing lineup begins to take shape with headshot, bio, and contact numbers recieved by the
Marketing department for customer application website, business cards, etc.
First 30 Days
• You will be welcomed by members of the FirstBank Onboarding team on your first day, as well as an
introduction to the entire FirstBank Family.
• You will receive your FirstBank issued equipment and laptop, as well as your onboarding manual and
marketing basics.
• You will be assigned an onboarding specialist who will ensure your transition to FirstBank is as
smooth as possible.
• Attend Onboarding training as well as Encompass (LOS) and Product training.
• For the first 30 days, your onboarding specialist will act as a liasion between you and your new
FirstBank Family, until you learn your way around our systems, workflows and milestones. You can
expect us to do the most complex things for you. We want you to be able to use your time assisting
clients instead of searching for the answers you need.
First 60 Days
• Deeper dive into Encompass, OSCAR, and other systems we use daily.
• Your Onboarding Specialist will be your go-to person for all of your questions, loans with issues, and
other needs that arise.
• Your assigned specialist will begin to teach you to help yourself as needs arise. We do not suggest
looking for more than 5 minutes on your own prior to contacting us. However, we have seen much
success in teaching new hires how to move around independently. It has been proven to build
confidence and save you time in the long run as you learn.
First 90 Days
• The next 30 days are spent making sure you are aware of where to go and who to reach out to in
regards to finding information and obtaining answers to specific questions.
• Your onboarding specialist will check in with you periodically to ensure you are well equipped to
operate independently.
• Even after your first 90 days, the Onboarding team is always accessible to you and available to help.
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Onboarding Manual
Confidential. Property of FirstBank. Not for Distribution.
