Bedford Branch Opening

Main

Key dates at a glance

Lease Signed

5/27/2014

Branch Manager & Assistant Manager Start

7/2/2014

Private Bankers Start

7/28/2014

Branch Opens

09/02/2014

Communication

What to share, with who and when.

Employee Bulletin

05/29/2014

Includes opportunity to apply for transfer

Press Release

05/29/2014

Grand Opening Press Release

09/2/2014

Employee Open House

09/15/2014

Recruiting

Sonya's sourcing and screening of candidates and then we all get to interview.

Branch Manager Recruiting

5/1/2014 - 06/27/2014

Private Banker Recruiting

5/12/2014 - 07/25/2014

Career Open House

06/09/2014

Branch Manager Offer

06/13/2014

Private Banker Offers

07/18/2014

Training

Sean delivering PB and Branch Manager Initial Training along with Account Opening.
Julia running with the Assistant Branch Manager Initial Training and Rachael on point for Branch Manager practical training?

Wayland PB Training

5/12/2014 - 5/23/2014

Assistant Manager Curriculum Developed

06/02/2014 - 06/27/2014

Wayland Account Training

06/02/2014 - 06/06/2014

Perhaps afternoons?

Seacoast PB Training

06/09/2014 - 06/20/2014

Replace Mark plus one additional

Assistant Manager - Initial

06/30/2014 - 07/11/2014

Branch Manager - Initial

07/07/2014 - 07/18/2014

Assistant Manager Branch Rotation

07/14/2014 - 08/15/2014

Branch Manager - Practical & Branch Rotation

07/21/2014 - 08/01/2014

Seacoast PB - Account Training

07/21/2014 - 07/25/2014

Private Banker Bedford - Initial

07/28/2014 - 08/08/2014

Branch Manager - Account Opening

08/11/2014 - 08/15/2014

Private Banker Bedford - Branch Rotation

08/11/2014 - 08/15/2014

Private Banker Bedford - Account Open

08/18/2014 - 08/22/2014