Business Analyst - Automation

About the Role:

The Business Analyst – Automation position plays a key role in evaluating, designing, implementing, and optimizing technology-enabled business solutions across the credit union. This position partners with stakeholders to identify operational challenges, document business and technical requirements, improve processes, and deliver solutions that support strategic objectives. This role's focus is on business process analysis, requirements elicitation, robotic process automation (RPA), workflow automation, Microsoft Power Automate, and emerging artificial intelligence capabilities, including agentic AI. This role will lead technology projects, lead user acceptance testing, support organizational change, and help establish governance and best practices for automation and AI-enabled solutions.

Scheduled Weekly Hours:

40 hours per week; Monday – Friday; 8:00 – 5:00pm

What you’ll be doing:

• Partner with business units to understand operational needs, identify opportunities, and translate requirements into clear, testable solutions.
• Analyze and document current-state processes and design future-state workflows that improve efficiency, accuracy, member and employee experience, scalability, compliance, and risk management.
• Identify, assess, and prioritize opportunities for process automation, workflow automation, low-code solutions, and artificial intelligence.
• Design, configure, test, deploy, and support automated workflows using Microsoft Power Automate and related Power Platform capabilities.
• Perform data analysis, business value, risk, and implementation assessments to support automation and process improvement decisions.
• Support automation governance, including security, Enterprise Risk Management, Compliance, and Legal requirements.
• Develop business cases and recommendations outlining expected benefits, costs, risks, and success measures for proposed solutions.
• Create and maintain documentation, including requirements, process flows, testing materials, and operational procedures.
• Lead or support small technology projects while managing scope, schedule, budget, quality expectations, and stakeholder communication.

You’re Perfect For This Role If You Have:

• Experience in business analysis, process improvement, automation, or a related technology-focused role.
• Strong ability to gather business requirements, analyze processes, and translate business needs into effective technology solutions.
• Experience with Microsoft Power Automate, Power Platform, workflow automation, or similar low-code/no-code technologies.
• Strong analytical and problem-solving skills with the ability to evaluate data, business value, risks, and potential solutions.
• Experience creating process documentation, workflows, business requirements, and testing materials.
• Ability to collaborate effectively with business partners, project managers, technology teams, and other stakeholders.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Understanding of automation governance, security, compliance, and risk considerations.
• Strong communication skills with the ability to explain technical concepts and solutions to both technical and non-technical audiences.

Who We Are:

Bay Federal Credit Union was started in 1957 when local school teachers pooled their money together to start a credit union. This original vision and investment has grown into the area’s largest locally-owned financial institution, with nearly $1.6 billion in assets. Today, Bay Federal provides full service financial products and solutions to individuals and businesses in Santa Cruz, Monterey, and San Benito counties.

As a local, member-owned, not-for-profit financial cooperative, we are passionate about contributing to the community and being an integral part of its incredible story. Each year, our employees volunteer their time and donate their money to local non-profits, schools, and events. Our managers serve on local non-profit Boards of Director to be involved, understand challenges, and to make a real difference in the communities we serve.

From our founding as a teacher’s credit union, Bay Federal has continued our commitment to education. We offer annual student scholarships for members and offer a comprehensive array of solutions to support our member's financial wellness. Through online financial education course offerings, solutions for teachers and students, as well as special programs for youth, our financial wellness programs are free and available to the public. This is a small part of our work in creating thriving and vibrant communities!

We look forward to continuing our story, and hope that you will be a part of it!

Why You’ll Love Working at Bay Federal Credit Union

At Bay Federal, we believe that when our employees thrive, our members and community do too. We’re proud to offer a comprehensive benefits package and meaningful perks designed to support your well-being, growth, and success, both at work and beyond.

Comprehensive Benefits

• 401(k) Matching: We’ll match your contributions dollar-for-dollar up to 5% of your pay.
• Annual Bonus Eligibility: Share in our success through our annual bonus plan.
• Health Coverage That Cares: Choose from quality Medical, Dental, Vision, Life Insurance, and Long-Term Disability options.
• Employee Assistance Program: Receive up to six face-to-face sessions per person, per reason, for you and your household.
• Wellness Program: Holistic support for your physical, financial, and emotional health.
• Rocket Lawyer Legal Services: Company-sponsored program that provides legal documents, advice, and attorney assistance for a wide range of needs.
• Additional Options: Customize your coverage with Pet Insurance and Aflac supplemental plans.

Perks That Set Us Apart

• Recognized as the #1 Credit Union to Work For by Credit Union Journal.
• Named a Best Place to Work in the Bay Area by SF Business Times and Silicon Valley Journal.
• 11 paid Federal Holidays each year, so you can recharge and celebrate.
• Career Growth & Development:
• • Access to industry-standard webinars and LinkedIn Learning courses.
  • Leadership partnership with Cabrillo College – a 12-week program designed for emerging supervisors and managers.
  • $1,500 Mac McCormac Employee Scholarship to support your education goals.
• Hybrid Work Environment: Enjoy flexibility with remote work opportunities and connect in person during our biannual All-Staff Meetings.

Bay Federal Credit Union is proud to offer a competitive, robust compensation and benefits package. Bay Federal considers many factors in determining base pay such as experience, education/training, internal peer equity, job location, and other business considerations when extending an offer. For Santa Cruz, CA only, the pay scale Bay Federal reasonably expects to pay for this position is $70,304 - $85,246. Salaries are based on the geographic location in which you live if working remotely.

Bay Federal provides health care benefits, life and disability insurance, paid holidays and 401k with a company match to eligible employees; along with employee paid voluntary benefits. Paid time off is accrued per paycheck for eligible employees at a rate based on your tenure. Leaves of absences are available in adherence with state and federal regulations.

Bay Federal is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law. Bay Federal is at at-will employer.

For CCPA's requirements regarding security practices and procedures, please see our privacy page here (https://www.bayfed.com/privacy). Bay Federal Credit Union takes our obligation to keep our member's data safe and secure and adhere to industry standard best practices.