First United Bank Account Opening
Designing an account opening experience for bankers serving clients @ FirstUnited Bank
Click through to explore key flows. This is a non-production, portfolio-only prototype built for NDA-compliant review, with no backend or data storage. All content is anonymized and uses dummy data only. Because of NDA obligations, I can’t share raw Figma Files, but I’m happy to walk you through the system live and answer anything in detail. View NDA Document
Built high-fidelity interactive prototypes to evaluate complex workflows and led cross-functional design to unify identity verification, disclosures, funding, and review into one banker-led flow.
Role: UX Designer
Client: FirstUnited Bank via CG Infinity
Timeline: 01/24 - 10/24
Tools / Stack : Figma, HTML, CSS, Javascript, Excel, MS Office
Problem:
Relationship bankers had to navigate multiple disconnected systems to open accounts for in person customers, creating friction, delays, and a poor client experience.
Situation:
30 min
average time to complete
a loan application
3 systems
bankers switched between
per case
$200
avg. operational cost
per application
What I did:
I joined the project at the earliest stage to untangle this fragmented workflow, introducing functional prototypes to align product and engineering around a unified solution and accelerate platform rollout.
What happened:
15 min
average time to complete
a loan application
1
centralized system
$150
avg. operational cost
per application
What I delivered:
I designed a unified end to end account opening flow that consolidated every step into a single platform, including identity verification with DocuSign integration, a responsive disclosure checklist, account type selection, funding, and final review.
Designing an account opening experience for bankers serving clients @ FirstUnited Bank
Client: FirstUnited Bank
Role: UX Design Consultant
Platform: Web Application, Desktop
Tools Used: Figma, Excel, Microsoft Office, Jira, Confluence
Timeline: January 2024 to October 2024
View Figma Deck