Systems Automation Specialist

Climate First Bank

1d • Remote

About The Position

We are seeking a highly motivated, detail-oriented Enterprise Workflow & Systems Automation Specialist to lead the design, implementation, and optimization of automated workflows. You'll support system administration across enterprise banking systems, ensuring seamless integration and operational efficiency during our upcoming core conversion. You'll also collaborate with cross-functional teams to drive automation, compliance, and process improvement.

Requirements

• Bachelor’s degree in Information Systems, Business Administration, or related field
• 3+ years of experience in workflow automation, business process improvement, or systems analysis
• Familiarity with loan and deposit systems is a plus.
• Experience with SQL or related query language preferred.
• Ability to translate business needs into scalable technical solutions preferred.
• Experience with Jack Henry & Associates Enterprise Workflow is a strong plus.
• Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You possess the strong ability to work independently and manage multiple projects simultaneously. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.
• Master Communicator - Whether it’s in-person, on camera, phone, or chat — you possess excellent communication skills allowing you to communicate with confidence, precision, and professionalism. You listen deeply, respond thoughtfully and possess strong problem-solving skills.
• Banking & Fintech Acumen - You are highly educated in banking operations, compliance standards, and customer service workflows. You are able to showcase your proven experience with workflow automation platforms.
• Tech-Forward and Analytical Thinking - Proficiency with Excel, databases, and form-building tools is a tool that you have in your back pocket. You learn new tools quickly, are excited by innovation and leverage technology to optimize both your workflow and that of the bank’s operations.
• Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed.

Nice To Haves

• Familiarity with loan and deposit systems
• Experience with SQL or related query language
• Ability to translate business needs into scalable technical solutions
• Experience with Jack Henry & Associates Enterprise Workflow

Responsibilities

• Develop & deploy automated workflows using JHA Enterprise Workflow & other approved platforms.
• Map current processes, identify inefficiencies, & implement scalable automation solutions.
• Serve as the SME on workflow best practices & governance.
• Ensure workflow readiness & alignment during the upcoming Jack Henry & Associates core conversion.
• Support system administration tasks for enterprise banking systems, maintaining workflow integration.
• Translate business requirements into technical specs for workflow automation within the JHA ecosystem.
• Create step-by-step guides, interactive tutorials, & video walkthroughs for automated workflows.
• Draft & maintain SOPs for all automated processes, including initiation, monitoring, troubleshooting, & escalation procedures.
• Design detailed flowcharts & process maps to visually represent workflows.
• Maintain an internal knowledge base with FAQs, troubleshooting tips, & best practices.
• Deliver live or virtual training, including hands-on demos, Q&A, & scenario exercises.
• Collaborate with IT, Operations, Compliance, & others to ensure regulatory and business alignment.
• Embody a commitment to environmental, social, economic, and racial justice.
• Apply curiosity & interest in our core values & pursue education related to sustainability practices.
• Pursue and demonstrate an understanding of established Bank policies, procedures, & regulations.
• Recognize the importance of protecting the organization & our customers.
• Question suspicious activity & collaborate with proper department(s) to ensure prevention of fraudulent activity.
• Stay informed on legal context & regulatory requirements; prioritize completing all web-based compliance and IT training.

Benefits

• Annual bonus
• Incentives
• Equity
• 100% employer-paid health coverage for employees
• Employer contribution for dependents
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc
• 401(k) with 6% Employer Match
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives
• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time
• 64 Hours of Paid Sick Time for all full-time employees
• Company-Paid Life Insurance
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage
• Employee Assistance Program (EAP) with free counseling, legal, and financial services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level