Improve day-to-day banking operations by turning approved operational needs into stable, reliable automated workflows and reporting
Work within Bank Operations and partnering closely with the Business Solutions Process Innovation Manager and operations teams
Design, build, test, implement, and support operational solutions using Microsoft Power Platform, SharePoint, Power BI, and embedded AI capabilities
Participate in working sessions with Bank Operations teams to document current-state workflows, pain points, controls, and target-state process designs
Confirm proposed solutions align to bank policy, control standards, and the standards and guardrails set by the Process Innovation Manager
Build and maintain Power Automate workflows, SharePoint structures, and Power BI reporting to support operational performance
Test operational automations and reports for accuracy and reliability before they go live
Monitor the health of operational automations, troubleshoot issues, and take corrective action to restore service quickly
Provide support for data availability and timely retrieval during audit and compliance monitoring events
Support user onboarding, training, and change enablement for newly implemented automations and reports
Develop user guides and lightweight support documentation for operational teams

Bachelor's degree in Business, Analytics, Information Systems, or related field (preferred)
2+ years experience in banking or financial services operations
3+ years hands-on experience with operational automation, reporting, and process improvement; or 5+ years equivalent operations and automated workflow experience
Microsoft Power Platform Fundamentals or related certification preferred.
Experience building and supporting Power Automate workflows in a business operations environment
Working knowledge of SharePoint list/library configuration, permissions, and operational process support
Experience building operational reports and dashboards in Power BI, including data modeling fundamentals
Strong Power Query skills for data cleansing, shaping, and transformation
Familiarity with Microsoft embedded AI capabilities and responsible use in operational workflow and reporting contexts
Strong familiarity with deployment processes and pipelines

Intelligence Workflow Engineer

Key skills