Intelligence Workflow Engineer

Role Description

The Business Solutions Intelligence Workflow Engineer improves day-to-day banking operations by turning approved operational needs into stable, reliable automated workflows and reporting that advances the bank's top operational priorities: cost efficiency, remarkable customer experiences, and risk mitigation. Working within Bank Operations and partnering closely with the Business Solutions Process Innovation Manager and operations teams, this role designs, builds, tests, implements, and supports operational solutions using Microsoft Power Platform, SharePoint, Power BI, and embedded AI capabilities, while maintaining the documentation, controls, and support readiness expected in a regulated banking environment.

This position can sit remotely in one of these states: FL, GA, AL, VA, SC, NC, TX, CO.

Duties & Responsibilities

• Requirements & Solution Design
  • Participate in working sessions with Bank Operations teams to document current-state workflows, pain points, controls, and target-state process designs.
  • Convert operational needs and process requirements into practical plans for low-code automation and reporting improvements.
  • Define acceptance criteria, success measures, and target outcomes (for example, cycle-time, error, or throughput improvements) in partnership with process owners.
  • Confirm proposed solutions align to bank policy, control standards, and the standards and guardrails set by the Process Innovation Manager.
• Build & Configuration of Process Improvement Solutions
  • Build and maintain Power Automate workflows, SharePoint structures, and Power BI reporting to support operational performance.
  • Apply embedded AI features (for example, intelligent routing, summarization, classification, or extraction) where appropriate and approved.
  • Configure and optimize operational data preparation using Power Query and related tools.
  • Roll out new operational solutions using documented change and control processes.
• Testing, Quality, and Ongoing Operational Support
  • Test operational automations and reports for accuracy and reliability before they go live, including supporting user acceptance testing with operations teams.
  • Monitor the health of operational automations, troubleshoot issues, and take corrective action to restore service quickly.
  • Validate data accuracy and output quality across operational workflows and reporting.
  • Document root causes, fixes, and preventive controls for recurring operational issues.
  • Provide support for data availability and timely retrieval during audit and compliance monitoring events.
• Adoption, Training, and Continuous Improvement
  • Support user onboarding, training, and change enablement for newly implemented automations and reports.
  • Develop user guides and lightweight support documentation for operational teams.
  • Track implementation outcomes, including cycle-time reduction, error reduction, and throughput improvements.
  • Maintain backlog items and propose iterative enhancements based on usage, feedback, and production observations.
• Citizen Development Enablement & Support
  • Serve as a citizen development lead engineer, coaching and mentoring operations team members as they upskill in building intelligent workflows and automations.
  • Support embedded citizen developers through hands-on guidance, design reviews, and best practices for safe, compliant, and reliable builds.
  • Lead the implementation of intelligent workflows, partnering with citizen developers to translate operational needs into practical solutions.
  • Transfer ownership of completed builds to embedded citizen developers as solutions move to business-as-usual (BAU), ensuring they are equipped to maintain and enhance them.
  • Foster a community of practice that promotes reusable patterns, shared standards, and continuous upskilling across operations teams.
• Documentation & Collaboration
  • Maintain accurate and up-to-date project documentation, including requirements, designs, decisions, and operational runbooks.
  • Create, refine, and prioritize backlog items, ensuring work is clearly defined and ready for the team.
  • Track progress and provide status updates, capturing risks, issues, and dependencies as they arise.
  • Participate in team meetings and working sessions to keep work aligned and meet deadlines.
  • Contribute to shared repositories, trackers, and knowledge bases.
  • Establish and drive adoption of standards in Power Platform environments.
  • Partner with IT to ensure proper access and permissions for Bank Operations team members.

Qualifications

• Education/Professional Experience: 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.
• Certifications/Specific Knowledge: 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.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to gather and translate business requirements into actionable technical tasks.
• Strong communication skills and comfort partnering with operational stakeholders and technical peers.
• Ability to manage multiple projects and priorities in a deadline-driven environment.
• Process improvement mindset with focus on reliability, control, and measurable business outcomes.

Physical Demands and Work Environment

• This position can sit remotely in one of these states: FL, GA, AL, VA, SC, NC, TX, CO.
• Ability to communicate in person, on the phone, and through electronic channels.
• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor.
• Ability to sit, walk, and/or stand for extended periods of time.
• Ability to bend and reach.
• Office: If the position reports to a physical Company location, the setting will be a typical office environment.
• Remote or hybrid, if applicable: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable).
• Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Benefits

• Equal Opportunity Employer, including disabled/veterans.