Process Automation Consultant
Insight Global
Job Description
Insight Global is seeking an Intermediate Process Automation Consultant to join a leading bank’s Control Optimization team focused on process optimization and solutions for the Regulatory Supervision group. This team oversees trade account KYC and supervision for Personal & Business Banking, supporting 7,000 licensed employees. The role will be part of the People Change Management team, responsible for building and optimizing processes and delivering training for supervisors.
Key Responsibilities
Process Design & Mapping
• Document current state processes and design future state recommendations.
• Create process maps using Visio, flowcharts, swimlane diagrams, and SIPOC diagrams (Level 2 & Level 3 detail).
• Identify opportunities to reduce hand-offs and improve efficiency.
Solution Delivery
• Collaborate with analytics team to integrate automation and digital capabilities.
• Support replatforming initiatives (no coding required).
• Develop and deliver training materials and user guides for end users.
Stakeholder Engagement
• Partner with Regulatory Supervision team and frontline operations.
• Conduct intake sessions with business SMEs to define requirements.
• Provide cross-training and job shadowing opportunities.
Project Support
• Participate in BAU activities (maintenance, updating procedures).
• Work with consulting team on delivery recommendations.
• Maintain regular touchpoints with operational excellence and compliance teams.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
• 4–5 years in process design and optimization.
• Proficiency in Visio and process mapping techniques.
• Understanding of analytics concepts (automation, digital enablement).
• Microsoft Suite and Tableau.
• Exposure to change management, regulatory, or compliance environments.
• Strong business acumen and critical thinking skills. • Experience in financial services industry.
• Familiarity with Power Apps, AI concepts.
• Familiarity with six sigma.
• Knowledge of R, SAS, Python.
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