Bank Organizational Chart Template in Apple Pages, Imac

Banks are important for our modern financial needs, from mortgage payments to business audits. However, for a bank to operate optimally, it needs proper corporate governance. And one of the essential tools for this is the organizational chart. With this simple yet useful diagram, it’s much easier to manage a bank’s employee structure. So, expedite your chart creation with our Bank Organizational Chart Templates! Customize our professional content and intuitively sort out your banking business. Each one of our samples is easily editable for macOS users, as they’re fully compatible with Apple Pages. Don’t keep waiting and download now—have an easier time working on your retail banking company’s hierarchy!

How to Make a Bank Organizational Chart in Apple Pages

As explained by Investopedia (a business and finance resource), organizational charts are simple yet direct diagrams used in creating a group’s hierarchy. These diagrams are utilized in all kinds of industries, and banks are no exception to that list. Be it for an entire establishment or just a particular department, company organization charts are useful for any banking business.

Are you wondering how to properly create a standard organizational chart using Apple Pages? If so, we’ve got you covered with our handy tips found below.

1. Make Document Adjustments for Your Bank Organizational Chart

To start off, open a new blank document in Apple Pages and then open the Document menu in the side toolbar (located on the application’s right side). In the menu, turn off the Document Body option, which makes it much easier to work on inserted objects later. Lastly, confirm switching to a layout document and you’re now ready to work!

2. Name Your Bank Organizational Chart with a Descriptive Title

At the top of your document page, add a text box with a title that’s indicative of your organogram’s contents. Click on the Text icon (found in the above toolbar), followed by selecting the chosen spot to place the text box in. When creating the title, write something similar to “Loan Department Staff” or “Public Relations Team.”

3. Implement Shapes for Building Your Bank Organizational Chart

Your organizational chart requires basic shapes for containing names and job positions 

Click the Shape icon in the above toolbar and pick from one of the options in the menu, either an oval or a rectangle. Afterward, place the chosen shape somewhere near the top of your document, just below the chart’s title.

Start with the name and position of who has the highest level in your chart, such as a project manager or administrative officer. Continue with more shapes, making your way down the hierarchical tree.

4. Connect the Shapes in Your Bank Organizational Chart

Lines are typical in any organizational chart, used in directing the flow and relationships between employees.

Highlight two shapes at once with CMD+click before going to Insert > Line and then selecting one of the Connection Lines in the menu. The shapes now have a line connecting them to each other, which automatically adjusts itself whenever either of those shapes gets moved around.

So, did you read through everything? Just remember these tips and making a bank organogram won’t be a problem. Finally, have a look at our Bank Organizational Chart Templates if you need resources for your own content creation!