Workflow Automation Specialist Jobs in Florida

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.

In accordance with Colorado and Virginia law: Pay for this position is anticipated to be between $101,718.00 - $162,484.00 , actual offers to be determined based on applicant’s skills, experience and education.

While the anticipated deadline for the job posting is 08-06-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date.

Benefits | SouthState Careers

Equal Opportunity Employer, including disabled/veterans.