The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Summary
The Business Solutions Intelligence Workflow Engineer improves day-to-day banking operations by turning approved operational needs into stable, reliable automated workflows and reporting that advances the bank's top operational priorities: cost efficiency, remarkable customer experiences, and risk mitigation. Working within Bank Operations and partnering closely with the Business Solutions Process Innovation Manager and operations teams, this role designs, builds, tests, implements, and supports operational solutions using Microsoft Power Platform, SharePoint, Power BI, and embedded AI capabilities, while maintaining the documentation, controls, and support readiness expected in a regulated banking environment.
This position can sit remotely in one of these states: FL, GA, AL, VA, SC, NC, TX, CO.
Duties & Responsibilities
Requirements & Solution Design
Participate in working sessions with Bank Operations teams to document current-state workflows, pain points, controls, and target-state process designs
Convert operational needs and process requirements into practical plans for low-code automation and reporting improvements
Define acceptance criteria, success measures, and target outcomes (for example, cycle-time, error, or throughput improvements) in partnership with process owners
Confirm proposed solutions align to bank policy, control standards, and the standards and guardrails set by the Process Innovation Manager
Build & Configuration of Process Improvement Solutions
Build and maintain Power Automate workflows, SharePoint structures, and Power BI reporting to support operational performance
Apply embedded AI features (for example, intelligent routing, summarization, classification, or extraction) where appropriate and approved
Configure and optimize operational data preparation using Power Query and related tools
Roll out new operational solutions using documented change and control processes
Testing, Quality, and Ongoing Operational Support
Test operational automations and reports for accuracy and reliability before they go live, including supporting user acceptance testing with operations teams
Monitor the health of operational automations, troubleshoot issues, and take corrective action to restore service quickly
Validate data accuracy and output quality across operational workflows and reporting
Document root causes, fixes, and preventive controls for recurring operational issues
Provide support for data availability and timely retrieval during audit and compliance monitoring events
Adoption, Training, and Continuous Improvement
Support user onboarding, training, and change enablement for newly implemented automations and reports
Develop user guides and lightweight support documentation for operational teams
Track implementation outcomes, including cycle-time reduction, error reduction, and throughput improvements
Maintain backlog items and propose iterative enhancements based on usage, feedback, and production observations
Citizen Development Enablement & Support
Serve as a citizen development lead engineer, coaching and mentoring operations team members as they upskill in building intelligent workflows and automations
Support embedded citizen developers through hands-on guidance, design reviews, and best practices for safe, compliant, and reliable builds
Lead the implementation of intelligent workflows, partnering with citizen developers to translate operational needs into practical solutions
Transfer ownership of completed builds to embedded citizen developers as solutions move to business-as-usual (BAU), ensuring they are equipped to maintain and enhance them
Foster a community of practice that promotes reusable patterns, shared standards, and continuous upskilling across operations teams
Documentation & Collaboration
Maintain accurate and up-to-date project documentation, including requirements, designs, decisions, and operational runbooks
Create, refine, and prioritize backlog items, ensuring work is clearly defined and ready for the team
Track progress and provide status updates, capturing risks, issues, and dependencies as they arise
Participate in team meetings and working sessions to keep work aligned and meet deadlines
Contribute to shared repositories, trackers, and knowledge bases
Establish and drive adoption of standards in Power Platform environments
Partner with IT to ensure proper access and permissions for Bank Operations team members
It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Education Requirements
Education/Professional Experience: Bachelor's degree in Business, Analytics, Information Systems, or related field (preferred), 2+ years experience in banking or financial services operations, 3+ years hands-on experience with operational automation, reporting, and process improvement; or 5+ years equivalent operations and automated workflow experience.
Licenses & Certifications
Certifications/Specific Knowledge: Microsoft Power Platform Fundamentals or related certification preferred.
Knowledge, Skills, & Abilities
Technical & Operational Skills
Experience building and supporting Power Automate workflows in a business operations environment
Working knowledge of SharePoint list/library configuration, permissions, and operational process support
Experience building operational reports and dashboards in Power BI, including data modeling fundamentals
Strong Power Query skills for data cleansing, shaping, and transformation
Familiarity with Microsoft embedded AI capabilities and responsible use in operational workflow and reporting contexts
Strong familiarity with deployment processes and pipelines
Analytical & Soft Skills
Strong analytical and problem-solving skills with attention to detail
Ability to gather and translate business requirements into actionable technical tasks
Strong communication skills and comfort partnering with operational stakeholders and technical peers
Ability to manage multiple projects and priorities in a deadline-driven environment
Process improvement mindset with focus on reliability, control, and measurable business outcomes
Physical Demands and Work Environment
This position can sit remotely in one of these states: FL, GA, AL, VA, SC, NC, TX, CO.
Physical Demands
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to sit, walk, and/or stand for extended periods of time
Ability to bend and reach
Work Environment
Office: If the position reports to a physical Company location, the setting will be a typical office environment.
Remote or hybrid, if applicable: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.
Equal Opportunity Employer, including disabled/veterans.
Originally posted on