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UX Specialist
Truliant Federal Credit UnionUX Specialist enhancing digital member experiences through research and testing. Collaborating with teams to optimize online banking and financial services based on user feedback.
About the role
Key responsibilities & impact- Plans and runs usability tests, reviews, and research to find issues and opportunities to improve the digital experience across multiple solutions such as online/mobile banking, payments, account opening, loan origination, etc.
- Assists with testing and validation of new digital products/services, system enhancements, and defect resolutions to ensure quality and alignment with member needs.
- Participates in system issue resolution by helping to replicate, document, and evaluate member-impacting problems and provide recommendations for fixes.
- Collaborates with third-party vendors to coordinate user testing, gather feedback, and evaluate vendor-provided solutions for usability and accessibility.
- Analyzes qualitative and quantitative data to generate actionable insights that inform design and digital product decisions.
- Collaborates with cross-functional teams to advocate for best-in-class member experience through the product lifecycle.
- Documents and presents findings, user journeys, and recommendations to stakeholders in a clear and compelling way.
- Supports accessibility standards (WCAG, ADA) and ensures digital platforms are inclusive for all members.
- Partners with Digital Product Managers to validate new features and enhancements through testing and pilot programs.
- Advocates for members in all project discussions, ensuring that decisions are made based on user needs, behaviors, and expectations.
- Monitors member feedback channels and analytics to proactively identify friction in the digital experience.
- Stays current with UX trends, digital banking best practices, and emerging financial technologies, bringing forward innovative ideas to improve engagement.
- Assists with other tasks and projects as assigned.
Requirements
What you’ll need- Bachelor’s degree in Human-Computer Interaction, User Experience, Psychology, Information Design, or related field; or equivalent experience required.
- 3+ years of experience in UX research, usability testing, or UX design, preferably in financial services or digital products.
- Experience in financial services, banking, or credit unions is preferred.
- Must be able to analyze data and member usage patterns to find problems and turn findings into improvements.
- Must have knowledge of UX/UI design principles, journey mapping, and human-centered design practices.
- Must have empathy and a strong desire to understand and advocate for member needs and perspectives.
- Must have excellent verbal and written communication skills, including the ability to tell a story through data and research.
- Must be familiar with understanding digital banking platforms, fintech solutions, and emerging technologies.
- Must have the ability to collaborate effectively with cross-functional teams and external vendors.
- Must have strong organizational skills and attention to detail with the ability to manage multiple priorities simultaneously.
- Must have commitment to continuous improvement and staying current with industry trends.
- Must have knowledge of security, compliance, and accessibility considerations related to digital experiences.
- Must have the ability to understand business processes within the credit union, as well as understand the underlying technologies supporting those business processes.
- Must have experience using Visio, MS Word, PowerPoint, Outlook, and MS Excel.
Benefits
Comp & perks- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
UX researchusability testingUX designdata analysisjourney mappinghuman-centered designaccessibility standardsdigital product validationdigital banking platformsfintech solutions
Soft Skills
empathyadvocacy for member needsverbal communicationwritten communicationcollaborationorganizational skillsattention to detailcontinuous improvementproblem-solvingstorytelling through data