SUMMARY
Reporting directly to the CIO, the AI Productivity Specialist will lead the Bank’s enterprise adoption of Microsoft Copilot for the enterprise; this includes Copilot Chat (free), the licensed version of Copilot, and Copilot Studio. This role will design and deliver training in partnership with HR, curate role-based use cases and prompts, and manage the Bank’s internally hosted AI Innovation Hub. The ideal candidate blends strong Microsoft 365 expertise with change management, communications, and compliance awareness to drive secure, measurable productivity gains across all divisions and job roles.
ESSENTIAL DUTIES and RESPONSIBILITIES
- Independently designs and executes enterprise-wide rollout plans for Copilot Chat, Microsoft 365 Copilot, and Copilot Studio. Defines enablement roadmaps, pilot frameworks, readiness benchmarks, and scaling strategies, applies sound judgement to tailor approaches for diverse business units.
- Exercises discretion in developing role-specific learning paths and instructional materials (e.g., decks, guides, videos) that align with organizational goals. Evaluates training effectiveness and refines content based on feedback and evolving needs.
- Serves as the principal architect and curator of the Bank’s intranet-based Copilot resource center. Determines content priorities, structure, and updates to ensure relevance, accuracy, and strategic alignment with enterprise AI initiatives.
- Partners with stakeholders across divisions to identify, assess, and document high-value Copilot use cases. Applied independent judgement to vet and publish Copilot Agents and prompt libraries that reflect operational controls and workflow optimization.
- Provides expert level coaching on prompt engineering, ethical AI usage, and secure deployment practices. Serves as the primary point of contact for Copilot-related inquiries, offering tailored guidance that reflects nuanced understanding of business priorities.
- Independently plans and executes enterprise communication campaigns (e.g., newsletters, demos, town halls) that promote Copilot adoption. Recognizes champions and fosters a culture of responsible innovation through targeted messaging and engagement strategies.
- Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
- Provide, present, and promote The Citizens Experience to all external and internal customers.
- Other duties as assigned.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor’s degree in computer science or a related discipline from a four-year college or technical school or 1-2 years of job-related experience.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to apply simple math concepts to add, subtract multiply, and divide whole numbers using a PC or calculator.
REASONING ABILITY
Ability to define GenAI use cases to address inefficiencies in processes, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
COMPUTER SKILLS
- Knowledge of Artificial Intelligence and Generative Artificial Intelligence
- Experience working with GenAI solutions (Copilot, ChatGpt, Gemini, etc.)
- Experience with Microsoft 365 Copilot and Copilot Studio preferred
- Microsoft 365 product stack knowledge a plus
CERTIFICATES, LICENSES, REGISTRATIONS
None required.
OTHER SKILLS and ABILITIES
- Thorough understanding of Generative Artificial Intelligence
- Strong oral and written communication skills evidenced by a background in preparing comprehensive documentation incorporating complex information.
- Highly detail oriented with strong organizational skills.
- Ability to work with third party vendors, in-house technology partners, or peers within the bank
- Ability and desire to work in a fast-paced environment.
- Proven ability to work independently and in a team environment with minimal supervision.
- The incumbent should be self-motivated with strong decision making and communication skills.
- Ability to plan, revise and execute project work plans as appropriate to meet changing needs and requirements.
- Strong problem-solving skills across both process and technical domains.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear and taste or smell. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Salary Range:$73,770.00 To $103,278.00 Annually
Exact compensation may vary based on skills, experience and/or education, and location.
Skills Required
- Bachelor's degree in computer science or a related discipline from a four-year college or technical school, or 1-2 years of job-related experience
- Knowledge of artificial intelligence and generative artificial intelligence
- Experience working with generative AI solutions such as Copilot, ChatGPT, or Gemini
- Experience with Microsoft 365 Copilot and Copilot Studio
- Microsoft 365 product stack knowledge
- Strong oral and written communication skills
- Strong organizational and detail-oriented skills
- Ability to work with vendors, technology partners, and internal stakeholders
- Ability to plan, revise, and execute project work plans
- Strong problem-solving skills across process and technical domains
What We Do
On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18
