The Automation Engineer is responsible for identifying, designing, developing, implementing, documenting, administering, supporting, and maintaining automation solutions that improve business efficiency, reduce operational costs, strengthen controls, and mitigate risk across the bank. This role works with business units throughout the organization to understand processes, evaluate automation opportunities, gather requirements, and deliver practical, secure, and maintainable solutions.  The Automation Engineer uses platforms and technologies such as ServiceNow, SharePoint, Power Automate, Power Automate Desktop, Python, and Node.js to connect disparate systems, automate manual tasks, and support business process transformation.

• Meet with business units, process owners, and requestors to evaluate automation opportunities, gather requirements, understand current processes, and define desired outcomes
• Assess requests for feasibility, complexity, risk, expected value, technical approach, and alignment with bank priorities
• Proactively identify manual, repetitive, inefficient, high-risk, or error-prone processes that may benefit from automation
• Design, develop, test, deploy, document, and maintain automation solutions using approved platforms and development practices
• Build workflows, applications, scripts, robotic process automations, dashboards, forms, and integrations using tools such as ServiceNow, SharePoint, Power Automate, Power Automate Desktop, Python, and other such 4th and 5th generation development tools
• Integrate systems using appropriate methods such as APIs, web services, file transfers, database connections, email processing, and other approved integration patterns
• Facilitate design reviews, demos, user acceptance testing, agile working sessions, and regular project status discussions
• Create and maintain technical, functional, process, testing, support, and operational documentation
• Administer and support deployed solutions, including troubleshooting, monitoring, enhancements, configuration updates, and issue resolution
• Collaborate with business, technology, information security, compliance, risk, and audit teams to ensure solutions are secure, reliable, maintainable, and aligned with bank standards
• Perform other related duties as assigned

For all Senior Automation Engineer

• Manage, train and mentor share point administrators, automation engineers and contract employees

• Bachelor’s degree required; Information Technology or AI degree preferred
• Good knowledge of business process automation, Artificial Intelligence with an emphasis on Neural Network based LLMs, Machine Learning and Agentic AI, workflow design, application development, scripting, and systems integration
• Good knowledge of automation and development platforms such as ServiceNow, SharePoint, Power Automate, Power Automate Desktop, Python, Node.js and JavaScript to include common libraries such as JQuery, Glide, React, etc.
• Understanding of integration concepts including REST APIs, web services, JSON, XML, file-based integrations, authentication, and data transformation
• Ability to analyze business processes and identify opportunities for efficiency gains, cost savings, improved controls, and risk reduction
• Ability to gather, clarify, document, and validate business and technical requirements
• Ability to design practical, maintainable solutions that balance business value, technical complexity, security, scalability, and risk
• Strong troubleshooting, analytical, and problem-solving skills
• Strong verbal and written communication skills, including the ability to explain technical concepts to non-technical stakeholders
• Ability to facilitate meetings, manage multiple priorities, work independently, and collaborate in an agile or iterative environment
• Familiarity with banking operations, financial services, compliance, audit, risk management, information security, testing, deployment, and change management practices preferred

For all Automation Engineer II

• Minimum of 2 years Automation Engineering experience
• Demonstrate proficiency in all of the above aspects of automation engineering

For all Senior Automation Engineer

• Minimum of 5 years of Automation Engineering experience
• Excellent understanding in all of the above aspects of automation engineering
• Strong leadership, managerial and motivational skills

Physical Demands

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.

Work Environment

The Bank’s professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank’s employees, customers, and assets.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “May”.

This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs arise.  Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.