Overview
Skills
Job Details
Automation Lead #2489
Position Summary:
Our Partner is expanding its Business Intelligence and Automation team and seeking a highly technical Automation Lead. This is a hands-on leadership role focused on building, optimizing, and scaling automation solutions across critical banking operations. The ideal candidate will have deep experience in workflow automation, RPA, AI tools integration, and a strong passion for mentoring teams while still being active in the technical delivery. The Automation Lead will play a key role in enhancing operational efficiency through automation strategies while collaborating closely with internal stakeholders to streamline processes, integrate AI-driven solutions, and drive innovation.
Experience and Education:
- Bachelor s degree in Computer Science, Information Technology, or related field, or equivalent experience.
- 5+ years leading hands-on automation initiatives across RPA, AI/ML integrations, and workflow automation.
- Strong practical experience designing, developing, and deploying automation solutions across business operations.
- Prior banking, financial services, or regulated industry experience preferred.
- Bilingual in English and Spanish highly preferred (not required but strongly valued).
Skills and Strengths:
- Workflow Automation Processes
- Workflow Automation Frameworks (Pega, Appian, Microsoft Power Automate, Nintex, BAW)
- RPA (Robotic Process Automation)
- RPA Tools (UiPath, Automation Anywhere or Blue Prism)
- AI/ML Tools (TensorFlow, PyTorch, Scikit-learn)
- SQL Queries
- Scripting Languages (Python or SQL)
- Reporting tools (i.e., Cognos, SQL Reporting Services, Microsoft Visual Studio)
- BI Tools (Power BI, Tableau)
- RDLC (Robotic Development Life Cycle)
- Project Management
- Technical Leadership
- Automation Roadmap
Responsibilities:
- Lead the development, implementation, and optimization of automation solutions across the bank's operations.
- Provide day-to-day technical guidance, support, and mentorship to a small automation team.
- Design, script, and deploy automation workflows leveraging RPA, Python, and workflow automation tools.
- Support integration of AI-powered tools (e.g., document understanding, workflow automation) into internal processes.
- Collaborate with cross-functional teams, including Operations, Credit Analysis, Risk Management, and IT, to identify automation opportunities.
- Develop functional and technical documentation for solutions to ensure scalability and knowledge transfer.
- Track the effectiveness of automation initiatives, defining KPIs and delivering insights to leadership.
- Stay updated on emerging technologies in RPA, AI, and workflow automation; propose improvements or adoption strategies.
- Ensure all automation initiatives comply with internal security policies, banking regulations, and industry standards.
- Support vendor tool evaluation and optimization processes as needed.
- Actively participate in ongoing training programs and contribute to continuous team skill development.