Clean Desk Policy Template printable pdf download

CLEAN DESK POLICY

Background

It is generally accepted that a “clean” desk is a sign of efficiency and

effectiveness;

a neat desk also serves to keep customer and bank

information secure. It is the intent of _______ Bank (“Bank”) to adopt a

“clean desk” policy in order to:

• Ensure that customer and proprietary bank information is treated with the

highest degree of security and confidentiality.

• Reduce the possibility of loss. (Re: the teller line)

• Convey a positive image to visitors to the bank.

• Minimize disorganization, reducing time searching for misplaced items.

• Reduce the possibility of workplace accidents.

Responsibilities

The primary responsibility for enforcement of this policy and its operating

procedures rests with the Bank’s Privacy Officer.

Senior Officers are

responsible for ensuring that their departments implement and administer the

directives of this policy. All employees must comply with the terms of this

policy as they pertain to their specific job responsibilities.

Changes to this policy require approval by the Board of Directors of the

Bank.

Changes in operating procedures, standards, guidelines and

technologies, provided they are consistent with this policy, may be authorized

by the members of Senior Management.

Such changes should be

communicated to the Bank’s designated Privacy Officer.

General Requirements

Each employee is charged with:

• Maintaining a neat work environment during business hours.

o Non-essential items should be stored away when not in use.

• Refraining from cluttering the work area with Post-It

or other handwritten

notes displaying sensitive information such as user ID’s, passwords,

account numbers, etc.

• In the teller area, removing cash, negotiable instruments, etc. from the

work area as soon as practicable and placing them in designated secure

areas.

• Putting away non-essential documents and items when hosting a visitor in

the work area.

• Putting away documents or electronic media containing customer and

proprietary bank information whenever an extended absence (i.e.,

lunchtime, break, committee meeting, etc.) from the work area is

anticipated.

Clean Desk Policy Template