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Are you a bank agency manager?

In search of a health and safety risk assessment tailored to your activity?

Do you need a pre-filled assessment to save you hours of work?

Want to be in compliance with safety regulations?


Our Health and Safety Risk Assessment is designed to meet your needs with:

→ A professional assessment specific to bank branches.

→ Risk prevention proposals dedicated to bank branches.

→ Integration of risks linked to the COVID-19 (Coronavirus) pandemic.


All this in an easily editable Excel format, allowing you to make personalized updates on your own.




This 5-page Excel file includes:

  • A Cover Page
  • A Company Information page
  • A presentation of the Risk Assessment Methodology used.
  • An occupational risks assessment tailored to your sector of activity.
  • A risk prevention schedule with all the different safety measures.

It contains 17 occupational risk situations classified into 6 work units:

  • Administration and management of accounts and contracts
  • Customer service and advice
  • Customer counter
  • Road travel
  • Working environment
  • Work premises


☑ Complies with the employer's obligation to assess risks

(Regulation 3 of the Management of Health and Safety at Work Regulation 1999)

☑ Adheres to the General Principles of Prevention

(Schedule 1 of the Management of Health and Safety at Work Regulation 1999)

☑ Takes into account good practice and pitfalls in risk assessment

(Report RR151 from the Health and Safety Executive)




  • The danger of prolonged static stance with trampling when working at the counter: Working at the branch counter means remaining in a prolonged static standing or sitting posture. During the entire shift, both the upper and lower body remain almost immobile, with only the retrieval of a few documents for customers, usually within easy reach, generating movement, albeit restricted, and consequently trampling. Trampling, like prolonged static postures, entails physical risks to health. Prolonged standing or sitting with trampling is a daily occurrence for the person(s) in charge of the counter. During peak periods, exposure to risk is further increased by the fact that the more customers there are waiting at the counter, the more difficult it is to organize a shift rotation or take a break. Prolonged standing posture, coupled with trampling, can lead to foot pain, swollen legs, varicose veins, generalized muscle fatigue, lower back pain, neck, shoulder, hip, knee, foot and other osteoarticular health problems.


  • The danger of prolonged work on a computer screen: Working in a bank branch today requires daily use of a computer. For example, messaging available directly on customer areas, videoconferencing appointments, and digital contracts have become commonplace. The result of this daily use of the computer is prolonged exposure to screens, which represents a source of physical risks that are certain in the short term, and possible in the long term. The risks associated with working on a computer depend on a number of factors: distance from the screen, brightness of the screen and the room, type of screen used (LCD, OLED, cathode-ray, etc.). If you don't take a break to rest your eyes during the working day, staring into the distance increases the risk of visual fatigue, discomfort and loss of concentration. The main possible risks associated with prolonged computer screen use in the short term are fatigue, irritability, headaches, blurred vision, eyestrain and dry eyes. The use of close-up vision when working on a computer could potentially favour certain vision disorders, but this has not yet been demonstrated.


  • The danger of emotional strain when dealing with customers: The banking profession exposes us to a certain psychological burden, stemming from the need to conceal our feelings and emotions when dealing with customer complaints or disputes. This can lead to feelings of incomprehension, powerlessness and resignation on the part of some branch staff, all the more so as the job requires constant availability and attentiveness to customers. These risks are particularly present when the banker has to work with a difficult customer, whether in terms of interpersonal relations (haughty, rude) or demands (account-keeping fees, overdraft charges, etc.). If exchanges between staff and a difficult customer take place on the subject of financial problems, and in particular if these have led to the suspension of means of payment, the risks are increased. The main risks are damage to psychological health, such as stress, anxiety, loss of self-confidence, lifestyle problems (insomnia), and eating disorders (e.g. comfort eating, with health implications such as obesity).




_ We're registered as Professional Risk Prevention Consultants.

_ Our team comprises graduate safety engineers.

_ Our documents are routinely checked by safety inspectors.

_ We frequently update our Occupational Risk Assessments.



_ "Office environment hazards" by the university of Essex.

Health and Safety Risk Assessment - Banking Agency

£70.00 Regular Price
£59.50Sale Price
  • | Complies with regulations

    | Refund within 48 hours if not satisfied

    | Includes COVID-19 risk

    | 100% complete, with all your risks

    | 100% editable thanks to the Excel format

    | Includes risk prevention measures

    | Includes a risk prevention schedule

    | Consulting Engineer at your service

  • | Risk assessment consulting firm

    | Covering over 100 industry sectors

    | Over 1,000 clients worldwide

    | Nearly 100% satisfaction rate

    | Attentive to your challenges

    | We support through: Email - Live Chat

    | Always available, even after purchase

average rating is 4.1 out of 5, based on 19 votes, (Évaluations Clients)

Recommendation Nathalie Choux

Garage des Loges

Jean Claude Parmentier

"The document, of high quality and customizable, is an excellent starting point for a topic that often takes up a lot of time. Thank you also for listening to our needs and the customer follow-up!"

"High-quality service at a very competitive price - the company fully adapted to my business and its multiple risks. This document was also reviewed by the labor inspection, which approved the quality of the work. I recommend."

I recommend the occupational risk assessment documents for their ease of use (Excel workbook) and the relevance of risks listed by profession.

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