Description

The Experience Designer plays a critical role in shaping customer and colleague experiences across the branch and advisory ecosystem—grounded in real-world branch operations and elevated through thoughtful, forward-looking design.

This role is focused on deeply understanding how branches operate today (including colleague behaviors, customer interactions, operational constraints, and advisory moments) and translating those insights into practical, scalable experience designs that improve both performance and ecosystem connectivity.

Rather than designing in isolation, this individual will embed with the business, partnering closely with field leaders and cross-functional teams to ensure experiences are credible, adoptable, and executable within the realities of branch life, while still moving the organization toward a more modern, advisory-led model.

Key Responsibilities

Branch & Colleague Immersion

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