Automation Engineer

Required Experience

• Experience as an Automation Engineer, RPA Developer, Workflow Developer, Power Platform Developer, Software Engineer, or similar role.
• Hands-on experience building automation workflows or digital process solutions.
• Experience with Microsoft Power Automate, Blue Prism, UiPath or similar workflow automation tools.
• Programming or scripting experience, preferably with Python.
• Ability to translate business process documentation into technical automation solutions.
• Experience designing workflow logic, business rules, exception handling, and operational controls.
• Strong understanding of testing, deployment, defect resolution, and production support.
• Ability to work across Business and IT teams.
• Strong technical documentation skills.
• Ability to operate in a structured, governed, and regulated environment.

Preferred Experience

• Banking or financial services experience.
• Experience automating processes in wealth management, portfolio financing, AML, compliance operations, KYC, reporting, reconciliation, or back-office banking operations.
• Experience with Microsoft Power Platform, including Power Automate, Power Apps, Dataverse, SharePoint, Excel, Outlook, and Microsoft 365 integrations.
• Experience with business process/workflow tools or BPM platforms.
• Experience with API integration, data extraction, document handling, reporting automation, or intelligent document processing.
• Understanding of banking security, data privacy, auditability, access control, credential management, and change governance.
• Experience working within internal technology delivery models and enterprise IT standards.

Key Responsibilities

• Work with Process Analysts, business users, and IT teams to understand documented processes and automation requirements.
• Assess automation feasibility based on process complexity, system touchpoints, data inputs, rules, exceptions, controls, and business value.
• Design, build, test, and deploy automation workflows using available bank-approved tools.
• Create workflows using Microsoft Power Automate/Blue Prism/UiPath and other existing business process or workflow platforms.
• Write scripts or programs, including Python, where appropriate to support automation, integration, data processing, reporting, or workflow enablement.
• Support automation use cases across wealth processes, portfolio financing, AML, and related banking operations.
• Convert process documentation into technical automation designs.
• Build automation components that are maintainable, reusable, secure, and aligned with the bank’s technology standards.
• Develop workflow logic, business rules, exception handling, notifications, logging, audit trails, and operational controls.
• Integrate automation workflows with relevant banking applications, internal systems, spreadsheets, document repositories, email, databases, APIs, or other approved platforms where applicable.
• Prepare technical design documents, workflow specifications, configuration documents, test scripts, deployment notes, and support handover materials.
• Support testing activities, including unit testing, system integration testing, user acceptance testing, defect resolution, and production readiness checks.
• Work within the bank’s existing internal working model, tools, IT governance, security standards, and change management processes.
• Collaborate with business, IT, risk, compliance, cybersecurity, and infrastructure teams to ensure automation solutions are fit for use in a regulated banking environment.
• Support delivery within the targeted 6-month program timeline.