Silicon Valley Bank · Staff Product Designer · 3 years

SVB Online Banking

Designed the back office administration workflows for adding services, adding users, editing user permissions, enrolling new clients, and adding fraud control service settings.

Challenge

Equip internal back office administrators for our banking clients to have the same capabilities and feature sets that they are used to in our legacy system.

In order to migrate our clients, the back office features required were: Adding Users, Adding Client Services, Editing Users, Client Services, & Company Permissions

Approach

Work closely with the business to align with their vision and client needs.
Design according to technical requirements, establish user work flows for repeat tasks, and desired features.
Maintain and contribute to the design system for all UI components.
Work closely with the engineering team to deploy and QA design. Ensure hand off is built to spec.

Principles applied

Task completion over delight — back-office tools optimise for speed and accuracy, not aesthetics
Parity first, then improvement — don't redesign what admins already know; migrate the mental model
Error prevention — admin actions (permissions, user roles) are high-stakes; confirm destructive actions
Design system contribution — every new component feeds back into the shared system
Self-service as the goal — reduce reliance on support cases through clear, capable UI