Santander Bank

Currently, I’m a (Contract) Senior User Experience Designer at Santander Bank, leading conversation design of our virtual assistant “Sandi” for the US team and UX design for the self-help value stream on web and mobile.

For my most recent work, see my password protected area.

About My Work

2023

Activities

  • Presented talk on Conversation Design & LLMs to
    • The SBNA Marketing Organization
    • The Santander Global Design Community
  • Continued creation of Conversation Design Guide
  • ‘Project Horizon’ Public Site UX Leadership
  • Phantom Project (in progress) (LLMs)
  • Managed Summer UX Intern
  • UX Team Operations: Vendor Onboarding
  • PDF & Email Design for Legal, Operational & /Marketing Communications
  • Future state Live Chat & Chatbot Vendor Selection Guidance

Intangibles

  • Connecting stakeholders at the bank with user and market research.

2022

Accomplishments

  • Partnered with stakeholders, the product team and Santader’s Global Virtual Assistant Lab to implement new conversation flows for new products and features
  • Designed a new bottom sheet component for the SBNA instance of the Flame Global Design System
  • Improved UI of Virtual Assistant through a UX Debt process
  • UX & UI Design: Transaction Enrichment (unreleased)
    • Desktop & Mobile
    • [password] to access these designs
  • UX & UI Design: Disputes Tracking
    • Desktop & Mobile
  • Call listening: uncovered key insight (number reported as SPAM)
  • Virtual Assistant Internal Accessibility Audit
    • Pa11y dashboard proof of concept
    • educated QA on manual accessibility testing
  • Personetics Project (unpublished)
  • Began Creation of Conversation Design Guide
  • Leveraged confluence to organize the UX team’s copy writing tasks. Created an index organized by channel, feature, and topic to enable consistency and prevent duplication of effort.

Activities

  • Call Listening
  • UX Debt Creation
  • Low Tech / High Value Digital Opportunity Creation

Intangibles

  • Rekindled SBNA team (Boston, Miami & Remote) connection with our sister company Santander Consumer in Dallas, TX

2021

Accomplishments

  • Discovered a fake Santander website that was likely used for phishing attacks on customers. Worked with the banks security team to get it taken down. (SanBnks)
  • Secondary market research, competitive analysis for the self-help value stream
    • Card Blocking
    • Request a new Debit Card
    • Disputes Tracking
  • Created UI components in Figma for the US instance of the Santander Flame Global Design System
  • Card Blocking (released to production)
    • User flows
    • High fidelity design
    • Error States
  • Disputes Tracking (mobile and desktop)
    • Created new components with an updated look and feel for the SBNA UX team by leveraging our Flame global design system.
    • Collaborated with front-end and API developers to consider what data could and should be available in the design
  • Virtual Assistant Entry Point, Mobile
    • Not on login
    • Account Overview & Contact Screens
  • VA Lab Collaboration
    • CxD Expert Reviews & Stakeholder Collaboration
  • Virtual Assistant Utterance Analysis
    • Analyzed 80,000+ monthly utterances (customer inputs) with Microsoft Excel to identify opportunities and priorities for conversational flows.

Activities

  • Secondary Market Research
  • User Flow
  • High Fidelity Design
  • Design System Component Creation
  • Conversation Design Expert Review
  • Competitive Analysis
  • Conversational AI Utterance Analysis

Intangibles

  • Built relationships and established a working cadence with Santander Global’s Virtual Assistant Lab in Spain. Improved collaboration with US stakeholders for the VA Lab team.

Tools

  • Jira
  • Confluence
  • Figma
  • Miro
  • Screenshots of Sandi as deployed in production.

Creating Design System UI Components for Sandi

With Figma’s Auto Layout, Components and Variants, I created UI components for our design system that are adaptable for a variety of design needs:

  • Components that automatically resize horizontally to accommodate mocked text
  • Components that automatically resize vertically to accommodate longer strings of mocked text
  • Placing components within variants that have multiple properties to accommodate theming. For example, the same component might be vertically growing and light themed, with a variant that is horizontally growing and dark themed.

Feel free to explore below how these components are put together.

I’m hosting the components below in a personal Figma instance for security:

There should be an embedded Figma file above. If you don’t see one, check out this link.

Jason James's avatar

By Jason James

Design, systems thinking and business for the common good. http://jasonmjam.es Twitter: @jas0nmjames

Leave a comment