Fin Tech

City National Bank

Role:

  • Vice President and Manager of UX design Practice – Digital Experience Design

Responsibility:

  • Responsible for design practice, I managed a team of experienced designers and contractors and supported colleagues and UX leaders with an Empathy driven approach.
  • Hired and onboarded multiple contractors and fulltime employees in expanding team’s UX/UI design capabilities.
  • Championed customer focused design best-practices such as implementing design hand-off and QA processes/documents & accessibility checklists for consistency in documentation and communication. Facilitated alignment adoption of Design Thinking with Scale Agile (SAFe) development process for practical use in development.
  • As a design leader, I worked closely with user research team, product owners/ managers, business stakeholders and agile development team in guiding designers to successfully deliver multiple features for online and mobile channels.

Union Bank

Role:

  • Build New, Lead, and Manage UX team*
  • Oversee and articulate UX Journeys, Design & Validate concepts for MVP
  • Oversee Development of Design System and Accessibility Guidelines
  • Manage UX priorities and roadmaps
  • Partner with Diverse Stakeholders

*Team of 2 Vice Presidents, 1 Associate Vice President + Agency Augmentation

Work samples are not available due to company confidentiality as journeys are under design and development for launch in Q3 2021

Responsibility:

Director User Experience Design, Digital Banking Experience: In the past two years, I have built from the ground up and led a small but high performance UX team (team augmented by a reputed firm from the financial industry). In a short time we have delivered multiple banking experiences for Accounts, Money movement, Account Services and more. Following a few key highlights of responsibilities, design work, and results from the work by me and my team:

  • Provided leadership and oversight for build of a new Design System & Accessibility guidelines by well-known agencies (HUGE and LevelAccess ~ $ 1 M budget). Articulated a governance process for the Design System.
  • Worked in partnership with journey owners, leadership, business, compliance, and enterprise marketing & branding in delivering multiple new and improved digital experiences for online and mobile channels such as recently launched Zelle and enhanced mobile check deposit experiences (top priorities for engaging and retaining customers and offering competitive money movement experiences).
  • Current ongoing work includes complete overhaul of online-banking including IA/ Navigation and Account dashboard & details journeys. Simplifying account dashboards for consumer and SMB clients.
  • Worked closely with Data and Consumer Insights team and Journey owners and leads in capturing user journeys, customer pain pints, and opportunities in creating and validating concepts through research and creating/ testing MVP journeys. Provided competitive analysis of best in class and peer Banks to guide concept development – balancing user experience and business priorities.
  • Responsive and Native concepts developed to various levels and clickable prototypes: Credit Card Management, Look Book – showing future concepts of key journeys as a pilot for Design System Usage, Zelle, Mobile Check Deposit, Consumer and SMB Digital Account Opening, Online Channel – IA/ Nav, Account Dashboard overhaul, Mobile re-skin and redesign, Key updates for billing and pay journeys.
  • Provided leadership in pilot testing of Digital Account Opening journey with external partners (Journey was fully designed and partly developed – not launched due to backend readiness).
  • Worked closely with agency (HUGE) in laying ground work for Future State Journey Process (from discovery to deployment).
  • Completed extensive training for Bank’s regulatory and compliance requirements.

UX/ UI Samples:

Zelle Payment: A highly desired parity feature that was missing from our digital payment offering – Zelle white label in-app was designed using the new design system. Content messaging was designed carefully to ensure legal and risk compliance about when the money would be available. This feature increased both, digital engagement, number of transactions and making it very easy to send/receive/split personal payments and track them.

Mobile Check Deposit: A highly used feature, this feature had a major technology (MySnap) update for more accurate auto image capture. Content was carefully redesigned to guide first time users to complete actions successfully. The feature was important to both, customer and to the bank – increasing reliability and number of transactions.

Account dashboard and Account details: was completely redesigned from ground up for Visual design, IA and account grouping after multiple concepts were validated with users – Small Business Account holders were also interviewed as they are primary customers of Union Bank.

Bottom menu: was completely redesigned – usage data was used to put them in priority order and new icons were designed, for more menu IA was considered to group items.