Intelligence Workflow Engineer

🔥 12 hours ago

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Logo of SouthState Bank

SouthState Bank

1001 - 5000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

SouthState Bank is a financial institution that offers a wide range of banking products and services. It provides personal banking solutions such as checking and savings accounts, credit cards, and online and mobile banking. The bank also offers borrowing options including personal loans, mortgages, and home equity lines of credit. Additionally, SouthState Bank provides investment services like financial and retirement planning. For businesses, it offers small business and commercial banking services, including loans, lines of credit, and cash flow management. They also provide wealth management services for personal and corporate clients.

📋 Description

• Improve day-to-day banking operations by turning approved operational needs into stable, reliable automated workflows and reporting • Work within Bank Operations and partnering closely with the Business Solutions Process Innovation Manager and operations teams • Design, build, test, implement, and support operational solutions using Microsoft Power Platform, SharePoint, Power BI, and embedded AI capabilities • Participate in working sessions with Bank Operations teams to document current-state workflows, pain points, controls, and target-state process designs • Confirm proposed solutions align to bank policy, control standards, and the standards and guardrails set by the Process Innovation Manager • Build and maintain Power Automate workflows, SharePoint structures, and Power BI reporting to support operational performance • Test operational automations and reports for accuracy and reliability before they go live • Monitor the health of operational automations, troubleshoot issues, and take corrective action to restore service quickly • Provide support for data availability and timely retrieval during audit and compliance monitoring events • Support user onboarding, training, and change enablement for newly implemented automations and reports • Develop user guides and lightweight support documentation for operational teams

🎯 Requirements

• 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 • 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

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities

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