Banking & financial security

Bank Branch, ATM & Wealth-Management Security

Vision Security supports Schedule I/II banks, credit unions and wealth-management offices with branch guards, ATM-servicing escort, lobby concierge and executive protection — operating under FINTRAC, PIPEDA, Loi 25 and internal-audit documentation requirements.

Request a financial-sector proposal

Financial-sector risks we cover

  • Branch robbery readiness

    Robbery-posture training, non-resistance policy, post-event evidence preservation and timely police/internal-loss-prevention reporting.

  • ATM-servicing & cash-in-transit coordination

    Coordination with licensed armoured carriers during ATM fills and balancing, hand-off documentation and site lockdown during service.

  • Wealth-management client discretion

    Private-client lobby posture, pre-registered-visitor verification and confidentiality conduct in meeting-floor proximity.

  • Card-skimming & ATM-vestibule tampering

    Vestibule walk-audits, skimmer-detection awareness and after-hours alarm response.

  • Workplace-violence & barred-customer enforcement

    Barred-customer lists honoured discreetly, termination-day support and OHSA-/LSST-compliant documentation.

Our financial protocols

Branch opening / closing

Pre-open perimeter sweep, vestibule and ATM check, teller-line readiness and two-person close-out with vault witness where required.

ATM-servicing escort

Coordination with armoured-carrier ETA, vestibule closure during service, customer re-direction and sign-off at completion.

Robbery-posture training

Guards trained in non-resistance policy, facial and clothing-feature recall, evidence preservation and internal-loss-prevention reporting format.

Wealth-management lobby

Brand-aligned grooming, quiet-zone presence, discretion around high-net-worth meetings, and escalation-free handling of curiosity or media.

Confidentiality & NDA

NDAs signed before unaccompanied duty, no-photography policy enforcement, and redacted incident reporting for internal audit.

Incident documentation

FINTRAC-aware observation (suspicious activity behavioural cues), audit-ready incident log and 24-hour written report to client security lead.

Frameworks we align to

  • PSISA (ON) & BSP (QC) licensing and use-of-force limits
  • FINTRAC suspicious-activity awareness in behavioural observation
  • PIPEDA (federal), PHIPA / Loi 25 (provincial) PII handling
  • OSFI operational-resilience and physical-security guidance
  • CBA internal branch-security benchmarks (best practice)

FAQ

Do you provide armed branch guards?

Branch posts in Canadian Schedule I/II banks are typically unarmed; we provide trained uniformed guards with a documented non-resistance robbery posture. Armoured-carrier partners handle cash movement.

Can you support ATM-servicing operations?

Yes. We coordinate with the bank's armoured-carrier partner during scheduled fills, close the vestibule, redirect customers and document hand-off at completion.

Are your guards trained for FINTRAC-aware observation?

Yes. We brief guards on behavioural indicators that support (not replace) the branch team's FINTRAC obligations and on how to escalate observations through the branch compliance channel.

Do you handle high-net-worth client arrivals?

Yes. Discreet lobby posture, pre-registered-visitor verification, private-floor escort and non-identifying incident reporting are part of our wealth-management offering.

Can you produce audit-ready records?

Yes. Access logs, shift reports, incident files and CCTV retention practices are maintained in an OSFI and internal-audit-ready format.

Let's scope your sector deployment

Send us your scope and we'll reply with a sector-specific staffing plan backed by our PSISA and BSP licensing and $5M general liability coverage.