Deposit Operations Specialist responsible for reconciling bank accounts and ledgers at Axos Bank. Requires banking experience and compliance knowledge with duties including troubleshooting and communication.
About the role
- Associate in Intelligent Operations designing and delivering data-driven, technology-enabled solutions at Point B. Collaborating with clients to modernize business processes using automation.
Responsibilities
- Participate in the automation development life cycle, including requirements definition, design, testing, deployment, and continuous improvement.
- Collaborate with clients to document and analyze business processes, identify automation opportunities, and translate business requirements into clear functional and technical specifications.
- Support discovery and feasibility assessments that quantify value, ROI, and risk for potential automation and AI use cases.
- Contribute to the design and configuration of process automation solutions using low-code, RPA tools, enterprise applications, and custom app development.
- Support data discovery activities by identifying, cleaning, and mapping process data across systems; understand how data inputs drive performance metrics and automation logic.
- Partner with analytics and data teams to validate data quality, lineage, and governance requirements for automation solutions.
- Configure, test, and deploy automated workflows; ensure alignment with client objectives and seamless integration with existing systems.
- Maintain comprehensive documentation—process maps, data models, technical specifications, and user guides.
- Support client enablement through training, communication, and adoption planning; help teams understand how automation and AI augment daily work.
- Participate in developing internal playbooks, reusable frameworks, and accelerators that strengthen Point B’s Intelligent Operations offerings.
- Partner with senior team members to research emerging technologies (e.g., copilots, generative AI, process mining, simulation) and bring insights into active engagements.
- Learn and grow by working alongside some of the best Operations and Process Improvement experts in the business, as well as Point B Solutions experts in other areas such as change management, org design, technology, strategy, mergers & acquisitions, data & analytics, and others.
- Exercise an entrepreneurial spirit and contribute to the firm’s growth as an employee-owner.
Requirements
- 2+ years of management consulting and hands-on experience in process automation, business process management, or a related field
- Technical Skills: Knowledge of process improvement methodologies and tools such as Lean Six Sigma
- Functional knowledge of automation tools and technologies such as RPA (e.g., UiPath, Blue Prism, Automation Anywhere, Microsoft Power Platform, Appian, Celonis) and enterprise applications (ERP, CRM, etc.)
- Ability to work on-site as requested
- Ability to work remotely
- Ability to travel up to 80%
- Ability to work non-standard work hours as necessary
- B.A. or B.S. required
- Relevant certification in process automation or related technologies preferred (e.g., Six Sigma, Microsoft Power Platform) are preferred.
Benefits
- Competitive base pay
- Benefits
- Short-and long-term incentives
- Flexibility
- Leadership development opportunities
- Employee Stock Ownership Plan (ESOP)
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