Client Experience Director - Institutional Services jobs in United States
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M&T Bank · 8 hours ago

Client Experience Director - Institutional Services

M&T Bank is experiencing rapid business growth and is seeking a Client Experience Director to help design their client and employee experiences as part of a strategic digital transformation program. The role involves owning complex end user journey and UX designs that streamline workflows and enhance client experiences across multiple product lines.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Create a compelling client experience vision that aligns with the division's goals and values. Define a comprehensive digital UX strategy that achieves the vision while aligning with future and existing core platforms and capabilities. Understand the needs, goals, and pain points of multiple corporate trust end users types through multiple complex B2B2X go-to-market products. Own all voice of client deliverables and processes for an ongoing feedback loop towards digital-first improvements. Champion tangible solutions to critical capabilities, such as a client-centric servicing portal, client and on-behalf-of employee UX reuse, product-driven sales growth via digital sales portal, multi-party interactive social-like and/or AI chatbot collaboration, API-first delivery model, and heavy leverage of doc extraction AI
Champion a new digital portal strategy that can host multiple client and product types by creating a unifying end user experience across all cross-product and product-specific capabilities. Analyze the client experience of competitors and industry trends to advance our products and drive innovation to move to an industry-leading client experience. Facilitate the aggregation, creation, and inventorying of conceptual UX designs from multiple sources into executable user experiences
Become the main gate-keeper for all existing and future end-user journeys, with traceability to detailed functional and UX design artifacts. Personally define and design critical experience standards, ensure all CX and UX design materials are aligned with IS business architecture artifacts, ensure all experience design and usage metrics are easily discoverable as part of scope analysis, and collaborate with IS change management to communicate and measure end-user changes
Act as the voice of the client within the organization, ensuring that client needs and perspectives are prioritized in decision-making processes. Gather both qualitative and quantitative feedback on an ongoing basis, summarize key themes, and provide tangible inputs to business strategy, digital product OKR’s, and detailed CX/UX designs
Become the main approver and facilitator of all critical CX design decisions, collaborating with key stakeholders such as the IS CEO, IS Executives, and the Bank’s CX leadership

Qualification

Client Experience StrategyDigital TransformationUX DesignBanking/Financial IndustrySix SigmaSQLProject ManagementCuriosityInterpersonal SkillsAttention to DetailSelf-MotivatedTeam Collaboration

Required

Bachelor's degree and a minimum of 7 years' relevant work experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant work experience
Strong attention to detail
Ability to work independently and function as a member of a team
Coach others in their area of expertise
Excellent interpersonal and communications skills necessary for business partner relationships within and outside the organization
Self-motivated, results driven, and well organized
Ability to handle multiple tasks and work under time constraints in support of various assignments
Ability to thrive in a fast paced environment
Experience with Microsoft Office suite of products including Word, Excel, PowerPoint, Project, Visio, and Outlook or equivalent

Preferred

Bachelor's degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration; Master's degree in Business Administration (MBA) or advanced degree
Minimum of 8 years' relevant work experience
Banking/financial industry experience
Expert in Six Sigma, Lean or Process Improvement, or project management methodology
Experience with SQL, programming and statistical software
Experience with financial, regulatory and/or process analysis, and technical writing
Curious and innovative

Company

M&T Bank

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H1B Sponsorship

M&T Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (116)
2024 (113)
2023 (84)
2022 (103)
2021 (42)

Funding

Current Stage
Late Stage

Leadership Team

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René Jones
Chairman & Chief Executive Officer
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Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
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Company data provided by crunchbase