Product & Experience Design for Truist
A new banking experience bringing a new bank, Truist, into the modern age.
Truist was formed in 2019 by 2 banks, SunTrust and BB&T. It's currently the 6th largest bank in the United States. Our team designed experiences for consumer, business, credit card, lending and investing products in the Consumer and Business segments for Truist.
As the Senior Experience Designer, AVP for the Digital Commerce team for Business Banking, I was responsible for leading the end-to-end design and user experience for the Business Deposits team. This involved working closely with a variety of stakeholders, including the Journey Room, Line of Business, Researchers, Accessibility experts, and Engineers, to create a best-in-class digital banking experience for business customers.
To achieve this goal, I worked as a core member of several product teams, collaborating with a product manager and technical lead in each case. Together, we assessed and addressed usability risk for various ideas being pursued in the ideation/discovery phase of the product process. I also worked with stakeholders to determine requirements and set expectations of UX deliverables based on scope, level of efforts, and timing.
As part of my role, I developed a range of UX deliverables, including user journey maps, mental models, task flows, information architecture (IA) diagrams, design studies, wireframes, interactive prototypes, high-fidelity interface mockups, and documentation using industry-standard tools. I collaborated closely with the UX Research Team to identify research needs for projects and learning objectives for research investments.
In addition, I created user scenarios and stories to coordinate with cross-functional Designs organization and categorization of schemas within an information system. I also socialized prototypes via design reviews within the UX Organization to ensure alignment across the ecosystem and adherence with our design system patterns and components. Finally, I socialized design deliverables and specifications with stakeholders and cross-functional teams to ensure understanding and adoption, acting as an internal UX SME for other internal or third-party projects to ensure design consistency and sharing of best practices.
Business Banking Account Signup
Business Banking Signing Ceremony
Business Banking Account Opening
