The Role
Lead design and delivery of enterprise automation solutions using RPA and Microsoft Copilot. Analyze processes, architect AI-enhanced workflows, develop UiPath automations, integrate systems via APIs, and ensure secure, auditable deployments. Mentor junior staff, provide production support, maintain governance, and drive continuous improvement.
Summary Generated by Built In
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?
• 25th 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 2025"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 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 Required
- Strong hands-on experience with 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 written and verbal communication skills 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, mentor team members, and influence stakeholders
- Willingness to support off-hours deployments or incidents when required
- Minimum of five years' experience in RPA development, automation engineering, or software development (or equivalent education/experience)
- UiPath experience
- Experience building or integrating Microsoft Copilot agents
- Exposure to AI/ML concepts within business automation
- Experience with Automation Anywhere or Blue Prism
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The Company
What We Do
Redwood Credit Union is a full-service financial cooperative, assisting consumers and small business owners with achieving their financial goals and dreams since 1950. We’re a financial cooperative that truly cares about the financial goals and dreams of those who do business with us. With a wide variety of products and services designed to meet our Members’ financial needs, there’s something for everyone. And each Member actually owns part of the Credit Union and has a voice in what we do and how we do it. An excellent place to work, RCU was recently recognized by Forbes as one of “America’s Best Small Employers 2023.” And for 17 years running, we’ve been awarded Best Places to Work by the North Bay Business Journal. We continue today to build upon a solid philosophical and business foundation—treating Members with respect and personal care while offering unbeatable value. Federally insured by NCUA. Equal housing lender. *** Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Redwood Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Redwood Credit Union are licensed to transact securities business in CA. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
