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Bank and Financial Branch Security Safety Checklist

Free Safety Checklist template · Category: Security and Public SafetyView all Safety Checklist templates
Use our Checklist creator tool to create customised workplace safety documents. Learn more about Bank and Financial Branch Security Safety Checklist Template below
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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

Export to Word

An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

Export to Excel

A spreadsheet version for digital tracking and filtering.

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Risk Assessment Description:

This bank and financial branch security safety checklist template from Health & Safety Zone helps security operatives, door supervisors, CCTV operators and facility managers confirm that the premises are safe from robbery, aggression and emergency threats before duty starts.

It covers planning, competence, site conditions, cash and ATM protection, physical security devices, personal protective equipment, collective safety measures, emergency response and make‑safe procedures. It references the Health and Safety at Work etc. Act 1974 and related security best practice.

Use this checklist for:

  • Pre‑duty security checks – verify the branch is ready for the day.
  • During‑shift spot checks – ensure controls remain effective.
  • End‑of‑shift sign‑off – confirm the branch is secured for closure.

Each item is answered Yes, No or N/A – any No response must be resolved before the next phase of work.

Fully editable and shareable — customise the questions to your site, download as a PDF and share with your team.

Use the checklist by marking each question as Yes, No or N/A, recording any No answers and taking immediate corrective action before work continues. Review the log at shift hand‑over to confirm all safety measures are in place and the branch is protected.

Compliant with: Health and Safety at Work etc. Act 1974.

Sample PDF Document Image:

Checks covered in this Bank and Financial Branch Security checklist

This Bank and Financial Branch Security safety checklist template covers 18 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a current risk assessment for robbery, aggression and emergency response been completed and briefed to staff?
2Are all security operatives trained and competent in threat response and de‑escalation techniques?
3Is the branch entry point secured with functional access control and anti‑tailgating devices?
4Are all exterior doors, windows and shutters in good condition and locked where required?
5Is the CCTV system operational, recording and lenses clean for all critical areas?
6Are alarm panels and panic buttons tested and functional?
7Is cash in the safe counted, reconciled and the safe door sealed?
8Is the ATM exterior free of damage, tamper‑evident seals intact and cash replenishment logged?
9Are fire exits and evacuation routes clear of obstruction and clearly signed?
10Is adequate lighting provided in the lobby, parking area and external walkways?
11Is personal protective equipment such as high‑visibility vest or body armour available and being worn where required?
12Are barriers or cash‑handling screens in place to protect staff from aggressive customers?
13Is a duress protocol displayed and known to all staff members?
14Are first‑aid kits accessible and stocked, and are trained first‑aiders on duty?
15Is the emergency contact list up‑to‑date and displayed in the control room?
16Are any reported defects or security incidents recorded and corrective action taken before shift end?
17Is the security log updated with any incidents, checks or actions during the shift?
18Has the branch been secured, all doors locked and alarms activated at the end of the shift?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall, and no signup required for guests.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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