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NOON-TIME FORUM 2017 HUMAN RESOURCE (HR) FINANCIAL FORUM

NOON-TIME FORUM 2017 HUMAN RESOURCE (HR) FINANCIAL FORUM “Coming & Going – Recruiting and Onboarding in the Financial Industry”. Presenter: Ray Stanford

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NOON-TIME FORUM 2017 HUMAN RESOURCE (HR) FINANCIAL FORUM

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  1. NOON-TIME FORUM2017 HUMAN RESOURCE (HR) FINANCIAL FORUM “Coming & Going – Recruiting and Onboarding in the Financial Industry” Presenter: Ray Stanford The Noon-Time Forum tackles legal challenges faced by workplace professionals. For this reason, the Forum’s comments and discussion are not intended to be legal advice or counsel. As with all legal matters, participants should look to licensed counsel to deal with a specific matter.

  2. Noon Welcome & Introduction 12:05 What does a community bank need? A. Macro Assessment - Condition and Direction of Community Banking B. Micro Assessment – Condition and Assessment of Individual Bank 12:15 Who are the possibilities? A. External v Internal B. Remote Work / Telecommuting C. Skills and Value to the Bank 12:35 How to get them? A. Staffing Plans B. Recruiting C. Onboarding 1:00 Adjourn “Coming & Going – Recruiting and Onboarding in the Financial Industry”

  3. Macro Assessment • How to assess the condition of community banking? • How to assess the direction of community banking? • Should HR be involved in these assessments? What does a community bank need?

  4. Micro Assessment • How to assess the condition of an individual bank? • How to assess the condition of the workplace within a community bank? What does a community bank need?

  5. External v Internal • Should a bank try to hire from within? • Should a bank look to external sources first? Who are the possibilities?

  6. Remote Work / Telecommuting • Is remote work possible for bank work? • How should remote work work? Who are the possibilities?

  7. Skills • What skills are required to work in a community bank? • Can a community bank develop the skills? • Can a community bank develop a feeder program? Who are the possibilities?

  8. Value • What is “valued” in the workplace? • Is value different from culture? • Does value trump culture? Who are the possibilities?

  9. Staffing Plans • Are staffing plans used in community banking? • What is a staffing plan? How to get them?

  10. Recruiting • Does a community bank recruit? • Who has the responsibility for recruiting? • Does a community bank develop a budget before recruiting? • What happens if the teller turns out to be a serial killer! How to get them?

  11. Recruiting - Online • Do community bank recruit online? • How? How to get them?

  12. Recruiting – AAP/Recruitment & Outreach • What laws should community banks consider when recruiting? • Why? • Will the law be as important in the future? How to get them?

  13. Recruiting – Job Description • Do community banks have job descriptions? • Are they accurate? Bank of GoodTown begins to accept bitcoin. • Who will prepare the job descriptions? How to get them?

  14. Screening • Does a community bank have a screening process? • What is it? How to get them?

  15. Screening – Background Checks • Do community banks conduct background checks? • Why? • How? How to get them?

  16. Screening - Testing • Do community banks test applicants? • How? How to get them?

  17. Screening - Immigration • Is immigration screening a requirement for a community bank? • What should a community bank do about immigration screening? How to get them?

  18. Screening - Interviewing • Should a community bank interview an applicant? • Why? • Who should conduct the interview? • How? How to get them?

  19. Onboarding • What is onboarding? • Should a community bank have onboarding process? How to get them?

  20. Onboarding • Was the video an effective tool for onboarding? • What is the objective of onboarding? • What is the most important component of onboarding? Culture How to get them?

  21. QUESTIONS? ? Coming & Going – Recruiting and Onboarding in the Financial Industry”

  22. Valerie Pendergast Director Human Resources Metro City Bank Atlanta, GA vpendergast@metrocitybank.com Presenter <PHOTO>

  23. Sherri Barber Director Human Resources Magnolia Bankshares Eastman, GA sbarber@bankofeastman.com Presenter <PHOTO>

  24. Brian Bazemore Director of Human Resources Community Bank of Dublin – Laurens County Atlanta, GA bbazemore@communitybankofdublin.com Presenter <PHOTO>

  25. Ray Stanford Founding Attorney SIO Law Group Atlanta, GA rstanford@siolaw.com (404) 991 - 7301 Presenter

  26. THANK YOU FOR PARTICIPATING!

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