Servus Credit UnionUser Experience Designer | Online Banking
Sep. 2021Ongoing Activities: 1. Commercial Banking: Leading design process for Commercial Banking at Servus.
2. UX Operations: Maintaining and optimizing UX operations for the new online banking platform to ensure a seamless user experience.
3. Strategic Improvements: Leading strategic discussions for feature enhancements, driving innovation and user satisfaction.
4. Pendo Leadership: Overseeing Pendo activities, including Resource Center management and creating guides to assist members with feature navigation and promotions. Key Achievements: 1. Member Onboarding: Optimized user flow for onboarding, proposing a streamlined approach for FY24 that integrates UBI with OutSystems.
2. Figma and Pendo Management: Directed Figma management, organized UI libraries, and developed comprehensive Pendo guides and promotional offers for Servus members.
3. CardHub Design: Enhanced CardHub applications through design feedback, user testing, and strategic planning.
4. RSP and TFSA Revamp: Redesigned RSP and TFSA account contracts, simplifying processes and overcoming legacy system complexities.
5. Lead Generation: Identified opportunities in online banking features to drive lead generation and implemented solutions to address challenges.
6. A&D Sessions: Collaborated with POs and BAs in Analysis and Design sessions, ensuring the successful completion of tasks and creation of UX artifacts.
7. Member Experience: Delivered optimal experiences for Digital Goals, Top-Ups, Account Origination, Apple Pay, Mastercard, and Investment Services.
8. Design Documentation: Developed detailed design documents to address issues identified by QA and developer teams.