Automation Analyst II
Napa, California
Information Technology - IT Operations /
Full-Time /
On-site
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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.
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.
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.
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.
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.
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?
Minimum Qualification: Knowledge, Skills and Abilities
Experience integrating automation with enterprise systems using APIs, files, and databases.
Preferred Qualifications
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:
RCU Discounts and Perks:
Physical Requirements:
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
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected]. To ensure fairness and consistency, we're unable to respond to individual inquiries about application status.
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Since 1950, Redwood Credit Union (RCU) has been helping people in our communities reach their financial goals and dreams. Because helping others is what truly fulfills and inspires us.
Today, we serve over 255,000 Members, with locations throughout the North Bay and San Francisco, and more than 30,000 ATMs nationwide.
RCU offers more comprehensive financial solutions than you'll find at most other institutions; in addition to everyday banking and loan services, we offer wealth management, insurance, auto sales, and more.
With Nearly $5 billion in assets, RCU is among the largest of over 6,000 credit unions nationwide. As we've grown, one thing has remained the same: We love to help people succeed.
Why should you be interested in becoming part of the team? Well, we’ve got more awards than we can fit on the shelf, including:
Furthermore, we are committed to the ongoing career development and success of our staff, with educational reimbursement, wellness programs and promotional opportunities that abound! Join a company where its key investment is who they hire: YOU!