Bank Employee Onboarding Checklist Form

Please follow this checklist to complete your onboarding process. Make sure to review each item and confirm completion.

Complete New Hire Paperwork

• Personal Information Form

• Tax Forms (W-4, I-9)

• Direct Deposit Form

Review Company Policies

• Employee Handbook

• Code of Conduct

• Security Procedures

Set Up Your Workstation

• Collect Identification Badge

• Receive Email/Software Login

• Set up Phone and Computer

Attend Orientation Session

• Introduction to Company Values

• Meet Team Members

• Review Job Role and Responsibilities

Complete Compliance Training

• Anti-Money Laundering (AML)

• Data Protection and Privacy

• Customer Service Guidelines

Meet with Supervisor

• Job Expectations Review

• Set Initial Goals

• Ask Any Questions

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