Job Summary: Independently drives UX analysis efforts, translates member insights into actionable improvements, and serves as a trusted partner to cross-functional teams.
Essential Duties and Responsibilities:
- Lead usability evaluations and experience assessments across multiple digital banking channels.
- Analyze member feedback, survey results, and behavioral data to identify trends, pain points, and opportunities.
- Create and maintain detailed journey maps and user flows that inform design and process improvements.
- Plan and conduct usability testing for new features and enhancements prior to launch.
- Translate research findings into clear, data-driven recommendations aligned with business objectives.
- Partner closely with IT, Operations, Marketing, and Member Services to influence digital solutions.
- Contribute to digital standards and best practices to ensure consistency and accessibility.
- Monitor digital banking, payment, and accessibility trends to proactively recommend improvements.
- Assist in developing basic user journey maps, user flows, and process diagrams.
- Participate in usability testing sessions by preparing materials, documenting results, and summarizing findings.
- Collaborate with IT, Operations, Marketing, and Member Services teams as a contributing team member.
- Create clear documentation of observations, issues, and recommendations for review.
- Learn and apply established digital standards, accessibility guidelines, and UX best practices.
- Stay current on core digital banking features and common member use cases.
- Other duties as assigned.
Education/Skill/ Work Experience Requirements:
Skills:
- Excellent communication skills, with the ability to translate technical information into member centered recommendations.
- A genuine passion for improving digital experiences and helping members confidently engage with financial technology.
- Ability to gather, interpret, and present data driven insights clearly and effectively.
- Demonstrated initiative in identifying process gaps and recommending improvements.
- Strong organizational and time-management skills with the ability to prioritize effectively.
- Ability to work independently with minimal supervision while supporting department goals.
- Adaptability and willingness to learn new systems, tools, and practices.
- Positive attitude and a genuine interest in supporting employees and members.
- Team-oriented approach with the ability to collaborate effectively with others.
Experience:
- 2+ years of experience in user experience analysis, digital research, or member experience improvement, preferably within financial services or a similar industry.
- Strong understanding of digital banking platforms and payment tools, including typical member use cases such as transfers, deposits, bill pay, and card management.
- Experience working cross functionally to improve processes, interfaces, or communications.
Education:
- High school diploma or equivalent.
- Associates or Bachelor Degree in Business, Finance, or Technology a plus.
Physical Requirements:
- Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
- Must be able to lift and carry up to 20 lbs.
- Must be able to talk, listen and speak clearly on the telephone.
Company Description
SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally.
When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.