Banking Organizational Template
Standard positions, reporting relationships, workspaces and demo organization for banking institutions. Part of the Industry Intelligence Framework™ — fully editable after seeding.
Banking Pack
Industry dashboardBanking Demo Mode
Seed Acacia Commercial Bank with 54 positions across 4 regions and 5 branches. Organizations can modify, add or remove anything after seeding.
Positions
54
Tiers
9
Workspaces
7
Demo headcount
1,840
Board
Governance, strategy oversight and risk appetite setting.
4 positions
Board Chair
Open workspace →Board
Executive
Group / country CEO office and deputy leadership.
4 positions
Executive Committee
Director-level functional leadership reporting to the CEO.
10 positions
Director, Corporate Banking
Open workspace →Corporate· reports to Managing Director
Executive
Department
Regional
Regional / cluster oversight across branches.
3 positions
Regional Operations Manager
Open workspace →Operations· reports to Director, Operations
Regional
Manager
Branch
Branch leadership and assistant branch leadership.
2 positions
Department Head
Functional department heads at HQ, region or branch.
9 positions
Head of Customer Experience
Open workspace →CX· reports to Director, Customer Experience
Department
Manager
Supervisor
First-line supervisors of officer teams.
4 positions
Relationship Management Supervisor
Open workspace →Retail· reports to Director, Retail Banking
Manager
Officer
Customer-facing and operational officers.
14 positions
Relationship Manager
Open workspace →Retail· reports to Relationship Management Supervisor
Personal
Manager
Support Staff
Administrative, records and front-of-house staff.
4 positions