LIBRARY
The Library of anonymized charts shows how Treasury Management teams are structured across a range of financial institutions. These examples help leaders benchmark their own organizational models, understand how staffing evolves with scale, and ground planning conversations with executives, partners, and internal stakeholders in real-world organizational structures.
Use these best practices to guide how you interpret and apply the org charts in the Library to your team:
1.
Use charts as conversation starters, not prescriptive models.
Each bank organizes Treasury Management differently based on strategy, market focus, and internal structure. Org charts reflect these differences and are most useful as directional references.
2.
Focus on functions, not job titles.
Title conventions vary widely. Understanding which responsibilities sit where is more valuable than matching naming conventions.
3.
Pay attention to reporting lines.
Reporting structures reveal decision-making authority, product ownership, and how TM interacts with Commercial, Payments, Operations, and Support.
4.
Use staffing patterns to inform resource planning.
As banks grow, teams often shift from generalists to specialists, build vertical teams, or add roles in product management, analytics, or partnerships. These patterns can help teams anticipate future needs.
5.
Combine org charts with internal context.
Charts are most powerful when used alongside knowledge of your institution’s goals, challenges, and growth plans. They are designed to illuminate possibilities and inform discussions.
6.
Partner with your Datos Advisor.
The organizational charts we’ve curated are just the start. If you want to dive deeper under the guidance of the Datos team, reach out to your Advisor.
The following patterns represent common structures and role groupings that emerge across Treasury Management organizations as institutions scale. These are derived from org chart analysis by Datos Advisors.
How are organizational charts sourced?
Organizational charts are compiled through Datos’ ongoing research and advisory engagements and anonymized before publication.
How often are organizational charts updated?
Charts are updated periodically as new information becomes available or as institutions restructure.
Can I request additional organizational charts?
Subscribers may submit requests to their Datos Advisor. If you’re in need of something specific or not represented here, it’s best to work with the Datos team directly.
Are these charts recommendations or best practices?
No. They reflect real-world organizational models used across the industry and are intended for benchmarking and planning, not as prescriptive guidance.
Do charts show full enterprise structure?
No. Each chart focuses on Treasury Management and related supporting teams.
Clients of Datos Insights’ Commercial Banking & Payments practice can log in to download the full organizational charts for each bank segment.