Banking Training Resource Center
Training resources were scattered across multiple platforms, making it difficult for bankers to find critical tools and job aids when they needed them. The issue wasn’t lack of content. It was lack of structure. I redesigned the training hub into a centralized, role-aligned resource center.
Audience: Private Banking frontline and support teams
Scope: Information architecture redesign and content consolidation
Format: SharePoint training resource center
Role: Designer and information architect
Learning experience design and information architecture
Conducted a full audit of training assets to identify redundancy, outdated materials, and navigation pain points
Interviewed business line SMEs to understand how bankers search for and apply resources in real workflows
Designed a structured information architecture separating enterprise content from Private Bank-specific procedures
Created system-based, role-based, and format-based pathways to improve findability
Rebuilt the site iteratively in SharePoint while maintaining uninterrupted access
Strategic Actions:
The site had to remain live throughout the redesign. I restructured it in phases, improving navigation and organization without disrupting daily access.
The structure:
I organized the hub around how bankers actually work:
System-specific training (Bottomline, Salesforce, C&I/CRE)
Role-based resources (Third Party advisors)
Format-based assets (videos, simulators, job aids, recordings)
The challenge:
Replaced a scattered resource library with a clear system bankers could navigate without guesswork.