Private Bank - Gemini

Overview

‍The Gemini Project was a strategic initiative to support the launch of Citizens Bank’s Private Banking division. I was brought in as the sole UX Designer on the Trailblazers team to create and implement critical features for clients who held both business and personal accounts.

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The Challenge

• Create a seamless UX for dual account holders
• Ensure feature parity across web and mobile
• Align with backend constraints and business goals
• Design a high-end experience for private banking clients

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‍My Role & Ownership

‍I owned the end-to-end UX process from research to handoff. My responsibilities included:

• Auditing existing design systems and flows
• Wireframing and prototyping new features
• Leading conversations with stakeholders and developers
• Collaborating with copywriters and researchers
• Managing UX consistency across platforms
• Overseeing dev handoff and QA coordination

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Key Pivot: Teams Card + Private Banking Flag

‍My most significant contribution was designing the Private Banking Teams Card — a feature that lets clients directly contact their dedicated banking team. This required implementing a Private Banking indicator on the backend, which allowed us to conditionally show content based on client type.

This backend flag became a strategic unlock. It now supports broader personalization efforts across both platforms.

UX Process

1. Clarified requirements with product and business
2. Audited existing mobile and web screens
3. Created low-fidelity wireframes to test structure
4. Designed hi-fidelity mockups and click-through prototypes
5. Incorporated feedback from stakeholders and copywriters
6. Supported implementation and QA across dev teams

Outcomes

• Successfully shipped cross-platform experiences
• Enabled backend-driven personalization
• Received positive feedback from stakeholders and users
• Set the foundation for a future OLB platform redesign
• Became a trusted design connector across mobile and web

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Reflection

‍This project went far beyond UI updates — it became a strategic foundation for personalized banking experiences. It taught me how to drive UX impact at a systemic level, and how to take full ownership of design in a complex, multi-team environment.

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