Automation Analyst II
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Redwood Credit Union is seeking an Automation Analyst II, who will be responsible for the analysis, design and implementation of advanced enterprise automation solutions that leverage Robotic Process Automation (RPA), AI-driven workflows, and Microsoft Copilot technologies. This role serves as a technical leader in automation initiatives, focusing heavily on integrating AI capabilities such as Copilot agents, intelligent document processing, decisioning, and natural language interfaces into business workflows.
The Automation Analyst II partners closely with business stakeholders, IT teams, and vendors to identify automation opportunities, architect intelligent solutions, and deliver scalable, secure, and reliable automations across the organization. This role requires a strong balance of technical expertise, analytical thinking, and business process understanding, and operates with minimal supervision.
Key Responsibilities
Advanced Automation Analysis & Solution Design:
o Lead end-to-end lifecycle of automation initiatives, including process discovery, feasibility analysis, solution architecture, development, testing, deployment, and ongoing support.
o Analyze complex business processes and independently evaluate and recommend AI-first and automation-first solutions, incorporating Microsoft Copilot agents, AI prompts and orchestration, RPA (UiPath preferred), workflow and API-based integrations.
o Serve as a subject matter expert for intelligent automation, mentoring Automation Analyst I staff and providing direction on solution design reviews.
o Collaborate with functional and technical stakeholders to translate business requirements into strategic and scalable automation solutions that improve organizational operations.
o Develop detailed technical documentation, solution designs, workflows, and governance artifacts.
o Analyze complex business processes and independently evaluate and recommend AI-first and automation-first solutions, incorporating Microsoft Copilot agents, AI prompts and orchestration, RPA (UiPath preferred), workflow and API-based integrations.
o Serve as a subject matter expert for intelligent automation, mentoring Automation Analyst I staff and providing direction on solution design reviews.
o Collaborate with functional and technical stakeholders to translate business requirements into strategic and scalable automation solutions that improve organizational operations.
o Develop detailed technical documentation, solution designs, workflows, and governance artifacts.
AI & Copilot-Focused Automation:
Design and oversee implementation of AI-enhanced automations, including:
o Copilot agents and copiloted workflows.
o Intelligent document processing and OCR.
o AI-assisted decision logic and exception handling.
o Natural language interaction layers for business users.
o Integrate Microsoft Copilot capabilities with existing RPA platforms (UiPath) and enterprise systems.
o Ensure AI automations are secure, compliant, explainable, and auditable, in alignment with internal policies.
o Continuously evaluate and recommend enhancements using emerging AI capabilities within the Microsoft ecosystem.
o Copilot agents and copiloted workflows.
o Intelligent document processing and OCR.
o AI-assisted decision logic and exception handling.
o Natural language interaction layers for business users.
o Integrate Microsoft Copilot capabilities with existing RPA platforms (UiPath) and enterprise systems.
o Ensure AI automations are secure, compliant, explainable, and auditable, in alignment with internal policies.
o Continuously evaluate and recommend enhancements using emerging AI capabilities within the Microsoft ecosystem.
Robotic Process Automation (RPA) Development:
o Design, develop, and maintain UiPath automations and orchestrations at an enterprise scale.
o Create reusable components, frameworks, and shared libraries to improve development efficiency and consistency.
o Monitor automation performance, reliability, and throughput, resolving issues and optimizing workflows.
o Lead testing, validation, and deployment strategies for production automations.
o Coordinate upgrades, version changes, and platform enhancements across RPA and AI tooling; advise of system improvements.
o Create reusable components, frameworks, and shared libraries to improve development efficiency and consistency.
o Monitor automation performance, reliability, and throughput, resolving issues and optimizing workflows.
o Lead testing, validation, and deployment strategies for production automations.
o Coordinate upgrades, version changes, and platform enhancements across RPA and AI tooling; advise of system improvements.
Operations, Monitoring & Support:
o Provide advanced technical support for automation and AI workflows, including production issue resolution and root cause analysis.
o Maintain automation service logs, metrics, and performance dashboards.
o Ensure workflows execute accurately, securely, and on schedule (daily, weekly, month-end, and critical business cycles).
o Review and manage access controls, user security, and encryption standards for automation platforms.
o Interact with third-party vendors and consultants supporting AI, RPA, and workflow systems.
o Maintain automation service logs, metrics, and performance dashboards.
o Ensure workflows execute accurately, securely, and on schedule (daily, weekly, month-end, and critical business cycles).
o Review and manage access controls, user security, and encryption standards for automation platforms.
o Interact with third-party vendors and consultants supporting AI, RPA, and workflow systems.
Governance, Quality & Best Practices:
o Establish and enforce automation development standards, QA protocols, and AI governance guidelines.
o Ensure automations meet enterprise standards for security, data privacy, logging, and compliance.
o Participate in automation roadmap planning and continuous improvement initiatives, while influencing long-term strategy.
o Act as an internal advisor to business units on process optimization to identify and eliminate inefficiencies, redundancies, and manual work through intelligent automation.
o Ensure automations meet enterprise standards for security, data privacy, logging, and compliance.
o Participate in automation roadmap planning and continuous improvement initiatives, while influencing long-term strategy.
o Act as an internal advisor to business units on process optimization to identify and eliminate inefficiencies, redundancies, and manual work through intelligent automation.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 21 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
- Strong hands-on experience with: UiPath (preferred), Microsoft Power Platform and/or Copilot technologies.
Experience integrating automation with enterprise systems using APIs, files, and databases. - Working knowledge of one or more scripting/programming languages such as: Python, and Powershell.
- Demonstrated ability to independently analyze and automate complex business processes.
- Strong troubleshooting and problem-solving skills in production environments.
- Ability to work independently with minimal supervision.
- Strong communication skills, both written and verbal, with technical and non-technical audiences.
- Ability to manage multiple high-impact initiatives simultaneously.
- Strong attention to detail and commitment to automation quality.
- Ability to work collaboratively and mentor team members.
- Ability to influence stakeholders and guide decision making.
- Willingness to support off-hours deployments or incidents when required.
Preferred Qualifications
- Experience building or integrating Microsoft Copilot agents.
- Exposure to AI/ML concepts within business automation.
- Experience with UiPath, Automation Anywhere or Blue Prism.
The ideal candidate has an education and experience equivalent to a bachelor’s degree in business, information technology, computer science, or closely related field with a minimum of five years’ experience in RPA development, automation engineering, or software development.
Compensation: Base starting range: $100,604 to $132,552 annually commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
Physical Requirements:
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 25 pounds occasionally.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
Skills
As published by lever · 7 questions · 2 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL
Short answers (1)
- Were you referred by an RCU team member? If yes, please provide their name. optional
Pick from a list (4)
- If offered a position, can you provide proof of your legal right to work in the United States? optional
- Do you now or in the future require sponsorship to continue working in the United States? *Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. optional
- If offered a position, will you agree to a background check? optional
- Some positions require a credit check. If this applies, will you agree to a credit check? optional
Written answers (2)
- Have you ever been employed by Redwood Credit Union? If yes, please provide dates.
- Do you have a close family member who is currently employed by Redwood Credit Union?