Automation Engineer

• 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.

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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.

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Support automation use cases across wealth processes, portfolio financing, AML, and related banking operations

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• 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.

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.

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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.