Over nearly four years at City National Bank, I led and contributed to a range of initiatives focused on improving the digital banking experience for consumer and small business clients.
My work spanned complex financial workflows, platform-wide design improvements, and the evolution of the bank's design system. This overview focuses on my responsibilities, key initiatives, and approach to solving complex product challenges.
Due to a non-disclosure agreement (NDA), I'm limited in the specific designs, research findings, and project details I can share publicly.
My work spanned end-to-end product experiences and platform-wide improvements. Some of the key initiatives I led or contributed to include:
Modernizing how clients move money between accounts, with a focus on simplifying complex transaction flows and improving clarity throughout the experience.
Designing payment experiences tailored to small business clients, including sending, requesting, and managing payments through Zelle.
Leading an initiative to establish a more consistent approach to alerts and notifications across digital banking. This included defining interaction patterns, message hierarchy, placement, and dismissal behavior to improve clarity across different scenarios.
Improving how clients view and navigate their financial information, with an emphasis on information hierarchy, discoverability, and presenting complex account data clearly.
Exploring more flexible ways for clients to organize and personalize their banking experience, making it easier to access and manage the accounts most relevant to them.
Working within a large financial institution required balancing client needs with complex business rules, technical dependencies, security requirements, and established design standards.
I collaborated closely with product managers, engineers, and business stakeholders to define problems, explore solutions, and navigate competing priorities.
A central part of my approach was looking beyond individual features to understand their impact on the broader banking experience. Whether designing a transaction flow or establishing platform-wide interaction standards, I focused on creating patterns that could scale across products and remain consistent as the platform evolved.
I also worked closely with engineering through implementation, refining interactions, addressing edge cases, and ensuring the intended experience translated effectively into production.
My time at City National Bank strengthened my ability to lead design initiatives within a complex enterprise environment, navigate cross-functional dependencies, and make thoughtful decisions under technical and regulatory constraints.
It also reinforced an important principle in my approach to product design: the most valuable improvements often extend beyond a single feature, creating greater clarity and consistency across an entire product ecosystem.
