Banking, Financial Services and Insurance
Organisation Design for Banking, Financial Services and Insurance
Structure, reporting lines and who is allowed to decide what.
What this looks like in banking, financial services and insurance
The parts of organisation design that are specific to this sector, rather than general.
Branch, Field and Corporate Structure
Three workforces, one HR function.
What this coversHide
Branch, Field and Corporate Structure
Three workforces, one HR function.
What this coversHideCustomer-facing
- Branch Managers
- Relationship Managers
- Sales Officers
- Field Executives
- Tele-sales
- Customer Service
- Collections
Corporate and control
- Credit
- Operations
- Risk
- Compliance
- Audit
- Product
- Finance
- HR
- IT
- Legal
- Organisation structure
- Branch and cluster structure
- Field hierarchy
- Reporting lines
- Approval matrix
- Span of control
- Position levels
The general method — what organisation design covers, the questions it answers and what an engagement produces — is the same whatever the sector, and is set out on the organisation design page. What is above is the part that differs for banking, financial services and insurance.
Other HR topics for banking, financial services and insurance
Where to start
Most engagements begin with a review of how this runs in your business today, then a written process and the sequence to implement it.
See all HR topics for banking, financial services and insurance, or another industry.