New Security Officer Fundamentals, Including Minimum Security Guidelines

Compliance Human Resources Physical Security Managers & Supervisors

On-Demand Webinar:

StreamedJun 8, 2026Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Every financial institution must meet and maintain minimum security standards.

This session will review practices that discourage theft and burglary, while aiding in the identification and apprehension of offenders. Join us to explore commonsense strategies to prevent and respond to security incidents effectively. Learn how to assess your institution’s physical security risks and implement proactive countermeasures. Come away with practical tools to support staff training, strengthen documentation processes, and reinforce institutional safety through everyday awareness and regulatory readiness.

KEY WEBINAR TAKEAWAYS

Proper opening and closing procedures for your offices
Best practices for reviewing the security of branches and offices using supplied checklists
Preparing adequate reporting for the board
Documenting security incidents, including identifying the person(s) attempting/committing the crime, utilizing the provided tools
Using examples of security incident responses for ongoing staff training

BONUS MATERIALS

Sample security program report for the board
Security policy checklist
Sample security procedures

WEBINAR DETAILS

In this jam-packed session we will review the minimum security guidelines to discourage robberies, burglaries, and larcenies and to assist in the identification and apprehension of persons who commit such “acts.” We will then move beyond the technical requirements and discuss the commonsense issues of these security situations. We will provide the steps you can take to deter potential security incidents as well as to appropriately respond if an event occurs. We will also take a look at how to assess your institution’s physical security risks. You will be provided with tools to utilize during training and to document any security event.

WHO SHOULD ATTEND?

Security officers
Branch personnel
Facilities managers

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.