The Client and User Experience Specialist is responsible for designing, implementing, and continuously improving the overall experience for our clients and users across multiple platforms and touchpoints. You will collaborate with cross-functional teams across the bank, including marketing, brand, operations, product development, operations, risk management, and client support, to ensure that client and user needs are met with a seamless, intuitive, and engaging experience. This role will be crucial in shaping the way clients and users interact with our brand across all touchpoints, ensuring that their experience aligns with the bank’s mission and enhances overall satisfaction.
Principal Duties & Responsibilities:
- Client Experience Strategy and Tactics: Lead the development and execution of the strategy to enhance the client experience across all marketing channels and user touchpoints, aligning with both short-term and long-term business goal
- User Experience Design: Oversee and drive the design of digital experiences for clients, ensuring a seamless, intuitive, and engaging user journey across our digital banking platforms
- Cross-functional Collaboration: Work closely with marketing, product development, IT, and customer support teams to optimize both the digital and physical client journey.
- Client and User Feedback: Develop processes to gather and analyze client and user feedback, using insights to inform experience improvements and ensure customer satisfaction.
- Performance Metrics: Define, track, and report on key performance indicators (KPIs) related to client/user satisfaction, retention, engagement, and other experience-related metri
- Continuous Improvement: Champion a culture of continuous improvement by staying up-to-date on the latest trends and best practices in both client experience (CX) and user experience (UX), applying this knowledge to enhance client interactions with the bank.
- Brand Alignment: Ensure all client and user experiences align with the bank’s brand values, ensuring a consistent and positive experience across all touchpoints.
- Mentorship & Team Collaboration: Work collaboratively with the broader Marketing and Experience team, providing guidance on user-centric design principles and fostering a user-first mindset within the department.
- Survey and Dashboard Management: Build and maintain surveys and dashboards in Qualtrics, ensuring effective data collection and analysis to drive actionable insights for client and user experience improvements.
- External Vendor and Parent Company Collaboration: Partner with external partners and our parent company to leverage technology, resources, and best practices to enhance the client and user experience within the bank.