Replenish automated teller machines (ATMs)

URN: SFSCVT9
Business Sectors (Suites): Providing Cash and Valuables in Transit Services
Developed by: Skills for Security
Approved on: 01 Nov 2015

Overview

This NOS sets out the skills, knowledge and understanding for you to prepare and carry out a secure replenishment service of automated teller machines (ATMs).

This NOS is aimed at people providing a cash and valuables transit service.



Performance criteria

You must be able to:


  1. obtain sufficient relevant information of day’s schedule for ATM replenishment from reliable sources

  2. check you have sufficient stocks of documentation supplies and equipment required for ATM replenishment

  3. wear personal protective equipment, properly adjusted, as specified in company procedures

  4. check that you have the required identification documentation, as specified in company procedures, before leaving the depot 

  5. resolve preparation problems that are within the limits of your authority and responsibility as specified in company procedures

  6. report preparation problems that you cannot deal with, in accordance with company procedures

  7. use safety and security equipment for ATM replenishment, as specified in company procedures

  8. transfer amounts of cash to ATMs that comply with maximum values that can be transferred to or from vehicles stated in company procedures

  9. maintain communication with colleagues, departments and third parties during ATM replenishment in compliance with approved company procedures

  10. maintain vigilance at all times, reporting suspicious activity in line with company procedures

  11. use safe manual handling methods at all times

  12. operate security systems at customer premises during and after replenishment in line with company procedures

  13. follow safety and security procedures at all times in order to minimise risk to self, others and the consignment

  14. carry out replenishment service as specified in your schedule

  15. resolve ATM operational problems in line with company procedures

  16. and within the limits of your responsibility, authority and capability

  17. provide required data from ATMs in accordance with customer requirements and company procedures

  18. record and report discrepancies identified during replenishment on approved documentation and in line with company procedures

  19. remove surplus items from ATMs and store them in line with company procedures

  20. carry out replacement of ATM consumables as specified in company procedures

  21. verify operational effectiveness of ATMs prior to leaving customers’ premises and in line with company procedures 



Knowledge and Understanding

You need to know and understand:

**Documentation, supplies and equipment​

**

  1. documents for ATM replenishment required by your company and the financial institution
  2. identification documents you are required to carry and the action you should take if you do not have any of them
  3. supplies required for ATM replenishment and how to obtain them
  4. personal protective equipment for use both inside and outside of vehicles, company procedures for obtaining it and correct ways to wear and adjust it
  5. safety and security equipment to use when transferring items to or from vehicles, how to use them and what action to take if they do not function correctly
  6. how to use communication equipment, and what action you should take if communication equipment does not function correctly

Company procedures


  1. procedures for dealing with items removed from ATMs including how to store them securely and where to return them to
  2. insurance limits and maximum values that can be transferred to and from vehicles
  3. company procedures for dealing with suspicious behaviour and the sorts of activity that might be considered suspicious
  4. how you should communicate with colleagues during collections and deliveries
  5. what action you should take if you identify discrepancies when carrying out cash replenishment, the information you may be required to produce and who should receive this information
  6. how to lift and handle goods safely
  7. the limits of your authority and responsibility to resolve operational problems
  8. procedures for reporting problems that fall outside your authority and responsibility

*ATM replenishment


  1. the functions and features of security systems and alarms at customers' premises and how to arm and disarm them
  2. the different types of cash replenishment service required by customers
  3. the process for loading cassettes into ATMs, and the identification process used by your company and customers to identify the denomination of notes in cassettes
  4. how to carry out ATM replenishment safely, efficiently and effectively
  5. how to ensure that ATMs are functioning correctly, and what action you should take if there are problems with machines

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary

In these National Occupational Standards:

relevant information can be: schedules, locations, type of service, financial institutions, contact details, special instructions

safety and security equipment: secure carrying containers, ATM keys, personal protective equipment, communication equipment

**maximum values
are: insurance limits, pavement limits

replenishment service
includes: add cash service, cash exchange service, de-cash

operational problems
could be: paper jam, card reader fault

discrepancies
: broken seals, missing seals, changed seals

surplus items
can be: captured cards, damaged notes, deposit envelopes


Links To Other NOS


External Links


Version Number

2

Indicative Review Date

01 Nov 2018

Validity

Current

Status

Original

Originating Organisation

Skills for Security

Original URN

SFS CVT9

Relevant Occupations

Elementary Occupations, Elementary Security Occupations

SOC Code

9231

Keywords

cash and valuables in transit; cvit; security; automated teller machines; atm replenishment