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Bank Branch Site Survey Checklist

by D M, from the Community

Downloads: 20+

Use this bank branch site survey checklist to assess the condition and compliance of branch facilities. Review display and branding, ATM installations, interior and exterior lighting, electrical outlets and breakers, HVAC and IT room cooling, UPS and appliances, and sanitary areas including WC, kitchen, taps, pipes, and radiators. Inspect finishes such as carpet, walls, tiles, parquet, suspended ceilings, façade and glazing, plus furniture condition for staff and customers. Capture SSM and safety observations, note defects like broken glass or worn surfaces, and record additional needs and other remarks. Ideal for banking environments and similar retail branches to standardize inspections, document issues with photos, and assign corrective actions.

With SafetyCulture you can

Digitize team workflows

Turn your workflows into digital templates or checklists so your team can conduct inspections efficiently and access them from any device.

Reduce manual errors

Help your team complete tasks more accurately with digital templates that minimize errors from manual processes.

Create and share inspection reports

Generate inspection reports and share them with your team and stakeholders to keep everyone informed.

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.