Chello

Advisor, Customer Intelligence (Automation & RPA Business Architect)

Chello  •  United States (Hybrid)  •  10 days ago
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Job Description

The Advisor, Customer Intelligence & Operations (Automation & RPA Business Architect) plays a key role in designing, implementing, and supporting automation solutions that improve the efficiency, accuracy, and reliability of operational and back-office processes at Oriental.

This position focuses on building and maintaining intelligent automation solutions by integrating Robotic Process Automation (RPA) platforms, software development, low-code applications, data integration, analytics, and artificial intelligence services, in alignment with the scope and limits permitted for our unit. Position works hybrid and reports to San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Design, build, and deliver end-to-end automation solutions following a structured lifecycle (analysis, design, development, testing, deployment, monitoring, and support).
  • Develop automation workflows using Power Automate, Robotic Process Automation (RPA) tools (e.g., Sema4.ai/Robocorp), and low-code platforms to optimize operational and back-office processes.
  • Integrate systems and applications through APIs, REST/web services, and ETL processes (including SSIS) to enable scalable automation solutions.
  • Enhance automations using cloud and AI services (e.g., AWS Textract, Bedrock, SageMaker, and other orchestration/storage components).
  • Ensure solutions include proper controls, exception handling, logging, and traceability to meet audit, SOX, security, and integration requirements.
  • Partner with business, operations, and technology teams to analyze AS-IS processes, design TO-BE solutions, and identify automation opportunities with measurable impact.
  • Develop and maintain dashboards and data models (Power BI, Power Query) to monitor automation performance, SLAs, and operational benefits.
  • Contribute to scalable and reusable solutions that combine RPA, data, AI, and analytics within enterprise environments.
  • Maintain code, scripts, and automation components following best practices (version control, coding standards, architectural patterns, and technical reviews).
  • Provide production support, including monitoring, troubleshooting, root cause analysis, Agile delivery participation, and maintaining technical/operational documentation.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field (or equivalent combination of education, training, and experience).
  • Five (5)+ years of development experience, including at least 2 years in automation, RPA, software development, or solution engineering in enterprise environments.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Hands-on experience with automation tools (Power Automate, Robocorp/Sema4.ai) and building workflow-based solutions.
  • Strong programming and scripting skills, including Python and experience with languages such as C+ / C++.
  • Proven experience integrating systems via APIs, REST/web services, and working with data integration/ETL processes (SSIS preferred).
  • Experience working with cloud platforms (AWS preferred, including AI services such as Textract, Bedrock, SageMaker; or Azure/GCP equivalents).
  • Proficiency in Business Intelligence tools, including Power BI and Power Query, for reporting and performance monitoring strongly desirable.
  • Solid understanding of automation and system integration architecture, version control, coding standards, and secure development practices required.
  • Strong analytical, troubleshooting, and problem-solving skills, with the ability to translate business requirements into technical solutions required.
  • Excellent written & verbal communication skills in English and Spanish.
  • Experience working with complex cross-functional teams, managing multiple initiatives, and contributing in Agile environments
  • AI, RPA, Cloud Automation and/or any related process improvement certifications, are a plus.

WORK AUTHORIZATION & ELEGIBILITY:

  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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Chello

About Chello

Innovating at the intersection of FinTech and HealthTech, Chello is a first-of-its-kind business funding engine that uniquely integrates directly with healthcare practice claims and payment data to provide quicker access to credit than a traditional bank with no annual fees or personal credit checks.

With built-in business revenue insights and 90-day-forward cash flow predictions, Chello even tells users when and why funding may be needed.

Finally, a smarter way to manage and fund your healthcare practice is here.

🙌Cash flow predictions +

💸Fast funding =

🧘 Peace of mind

Chello’s mission is to bring pioneering banking solutions and predictive insights, once only available to big businesses, directly to Main Street.

Innovation for other industries coming soon…

Certain terms, conditions and restrictions may apply. Chello's line of credit is subject to credit approval. Chello is powered by OFG Bancorp & a division of Oriental Bank, Member FDIC

Industry
Finance & Insurance
Company Size
11-50 employees
Headquarters
Charlotte, NC
Year Founded
Unknown
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