IT Automation Analyst

Job Description

JOB INFORMATION

Title:

IT Automation Analyst

Officer Title:

Grade:

27

FLSA Classification:

Exempt

Date Last Edited:

6/11/2025

Reports To:

AVP Business Applications

Department:

IT

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1128

PRIMARY FUNCTION

Enhance the efficiency and reliability of our HVCU systems and processes through automation. Work with direct Supervisor/Manager, to help review, design, develop, implement, and support automated solutions that streamline processes and reduce manual intervention. Collaborate with cross-functional teams to identify automation opportunities and ensure that the solutions align with business objectives.

•

Work as part of an IT Automation team to proactively identify and develop process improvement opportunities aimed at enabling the business to achieve their objectives through the effective use of technology.

•

Review, and document business processes and information workflows to identify inefficiencies and areas for improvement.

•

Propose optimization solutions (including automation); identifying alignment with business requirements; making recommendations.

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Document processes change requirements using the agreed standards, methods, and tools ensuring consistent high-quality output.

•

With assistance, design and implement automated solutions using industry standard technology tools such as RPA and batch automation software, ServiceNow, and workflow automation platforms.

•

Document and deliver processes and systems to ensure that service levels are consistently aligned with customer experience expectations.

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Experience in designing and implementing solutions using MS Power Platform connectors.

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Experience supporting and enhancing batch processing using OpCon for efficient file and data transfers.

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Review current processes with a focus on simplification and clarity ensuring they align to current business objectives.

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Develop, edit, and validate reports, dashboards and other data exports to improve operational visibility and to support business needs.

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Create change records in compliance with change standards, as needed to support the organization.

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Perform self-assessments of key processes and/or data to ensure processes are effectively being utilized by cross functional teams.

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Prioritizing and managing own workload to deliver quality results and meet timelines while ensuring accuracy of data and information is a priority.

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Oversee the maintenance and enforcement of SDLC and ITSM processes, change management procedures, departmental standards, style requirements and all other procedures necessary for data and system integrity.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Associate’s Degree

Computer science or related field

X

Bachelor’s Degree

X

Microsoft Certified: Power Platform Fundamentals or Developer Associate

X

Certification in RPA tools like UiPath or Automation Anywhere. Required in 12 months

X

Certification in ITIL or other process management frameworks

X

OpCon knowledge/training courses

X

Excel-related certifications

X

Minimum 2 Years

Proficiency in implementing solutions using MS Power Platform connectors

X

Minimum 4 Years

Experience with automation tools like UiPath, or OpCon

X

Minimum 3 Years

Proven experience in identifying, analyzing, and automating repetitive tasks

X

Minimum 3 Years

Ability to design comprehensive automation solutions, including flowcharts and process maps

X

Ability to design, develop, and deploy RPA bots for process automation

X

Expertise in designing and configuring automation solutions

X

Experience in deploying automation workflows with robust error handling and logging

X

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Ability to read, understand and interpret documents, procedures and policies.

•

Advanced verbal and written skills.

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Ability to work well collectively and autonomously.

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Must have excellent trouble shooting, problem solving and follow-up skills.

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Advanced problem solving and follow-up skills

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Ability to multi-task and handle varying deadlines within a fast paced work environment.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

20

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

•

Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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May experience occasional job stress in response to job demands.

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There are no significant hazardous conditions.

View Competencies

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 1

1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement.

2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance.

3. Integrates core values into the way work is done and how relationships are conducted.

4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.

5. Tailors communications based on others’ needs, motivations and agendas.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 2

1. Accepts new or radical ideas with an open mind; avoids snap reactions.

2. Adjusts to new or changing assignments, processes, and people.

3. Demonstrates ability to successfully manage multiple tasks and priorities.

4. Demonstrates willingness to listen to other opinions.

5. Identifies and considers alternative approaches to situations or problems.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 2

1. Documents how results were obtained to support knowledge transfer and best practices.

2. Helps others drive tasks to completion as appropriate.

3. Holds self and others accountable for delivering on all commitments.

4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals.

5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business.

6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role.

Accuracy and Attention to Detail

Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Level 3

1. Processes large quantities of detailed information with high levels of accuracy.

2. Productively balances speed and accuracy.

3. Implements a variety of cross-checking approaches and mechanisms.

4. Evaluates and makes contributions to best practices.

5. Demonstrates expertise in quality assurance tools, techniques, and standards.

6. Employs techniques for motivating personnel to meet or exceed accuracy goals.

Managing Multiple Priorities

Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Level 2

1. Performs at least 2-3 concurrent activities without reducing productivity.

2. Completes current work according to assigned priorities.

3. Recognizes changing demands and priorities; validates changes with management.

4. Responds to day-to-day operational priorities while still making progress on project work.

5. Obtains information about how current assignments contribute to organizational goals.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.