The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Beyond immediate optimization, you will be responsible for architecting a sophisticated digital environment that is primed for the integration of future AI-assisted workflows, directly supporting the ...
Quick apply
Beyond immediate optimization, you will be responsible for architecting a sophisticated digital environment that is primed for the integration of future AI-assisted workflows, directly supporting the ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Quick apply
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Quick apply
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Quick apply
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Quick apply
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Quick apply
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank. This ...
Workflow Optimization: Manage quick-turnaround jobs by efficiently using conversational canned cycles and pre-programmed settings. * Maintenance: Perform routine machine preventative maintenance and ...
Workflow Optimization: Manage quick-turnaround jobs by efficiently using conversational canned cycles and pre-programmed settings. * Maintenance: Perform routine machine preventative maintenance and ...
Supply Chain Analyst
Eau Claire, WI · On-site
Support continuous improvement initiatives through process analysis, workflow optimization, and performance measurement * Identify process gaps and recommend scalable solutions to improve operational ...
Quick apply
Supply Chain Analyst
Eau Claire, WI · On-site
Support continuous improvement initiatives through process analysis, workflow optimization, and performance measurement * Identify process gaps and recommend scalable solutions to improve operational ...
Lead daily operational problem-solving including patient escalations, staffing challenges, and workflow optimization * Partner with clinical providers and regional leadership to improve care delivery ...
Lead daily operational problem-solving including patient escalations, staffing challenges, and workflow optimization * Partner with clinical providers and regional leadership to improve care delivery ...
Supply Chain Analyst
Eau Claire, WI · On-site
Support continuous improvement initiatives through process analysis, workflow optimization, and performance measurement * Identify process gaps and recommend scalable solutions to improve operational ...
Quick apply
Supply Chain Analyst
Eau Claire, WI · On-site
Support continuous improvement initiatives through process analysis, workflow optimization, and performance measurement * Identify process gaps and recommend scalable solutions to improve operational ...
Reliability Systems Analyst
Madison, WI · On-site
... workflow optimization). • Support rollout of new systems, modules, or CMMS capabilities across the network. Qualifications : Required : • Associate's or Bachelor's degree in Engineering ...
Reliability Systems Analyst
Madison, WI · On-site
... workflow optimization). • Support rollout of new systems, modules, or CMMS capabilities across the network. Qualifications : Required : • Associate's or Bachelor's degree in Engineering ...
Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect pipelines and contract renewals. * Organizational Growth (Optional): Develop ...
Quick apply
Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect pipelines and contract renewals. * Organizational Growth (Optional): Develop ...
Center Manager
La Crosse, WI · On-site
$65K - $70K/yr
Lead daily operational problem-solving including patient escalations, staffing challenges, and workflow optimization * Partner with clinical providers and regional leadership to improve care delivery ...
Center Manager
La Crosse, WI · On-site
$65K - $70K/yr
Lead daily operational problem-solving including patient escalations, staffing challenges, and workflow optimization * Partner with clinical providers and regional leadership to improve care delivery ...
CAD & Workflow Coordinator
Elkhorn, WI · On-site
$25 - $32/hr
Understanding of Lean Manufacturing, Continuous Improvement, or process optimization practices preferred. * Familiarity with ERP systems, workflow automation, or document control systems is a plus.
Quick apply
CAD & Workflow Coordinator
Elkhorn, WI · On-site
$25 - $32/hr
Understanding of Lean Manufacturing, Continuous Improvement, or process optimization practices preferred. * Familiarity with ERP systems, workflow automation, or document control systems is a plus.
Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect pipelines and contract renewals. * Organizational Growth (Optional): Develop ...
Quick apply
Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect pipelines and contract renewals. * Organizational Growth (Optional): Develop ...
Manufacturing Engineer
$70K - $120K/yr
Evaluate tooling, materials, process capability, and manufacturability * Assist with time studies, process improvements, workflow optimization, and continuous improvement initiatives * Help mentor ...
Quick apply
Manufacturing Engineer
$70K - $120K/yr
Evaluate tooling, materials, process capability, and manufacturability * Assist with time studies, process improvements, workflow optimization, and continuous improvement initiatives * Help mentor ...
Workflow Optimization information
What is workflow optimization?
What jobs pay $2000 a day?
Is workflow optimization a skill?
What does a workflow specialist do?
What is the difference between Workflow Optimization vs Business Analyst?
| Aspect | Workflow Optimization | Business Analyst |
|---|---|---|
| Required Credentials | Typically certifications in process improvement, Lean, Six Sigma | Often requires a degree in business, finance, or related fields; certifications like CBAP are common |
| Work Environment | Primarily in operations, manufacturing, or service industries focusing on process improvement | In office settings across various industries, analyzing business needs and solutions |
| Employer & Industry Usage | Used by companies aiming to streamline processes and increase efficiency | Employed by organizations to analyze and improve business systems and workflows |
Workflow Optimization specialists focus on analyzing and improving existing processes to enhance efficiency, often using specific methodologies like Lean or Six Sigma. Business Analysts, on the other hand, evaluate business needs, gather requirements, and recommend solutions, which may include process improvements but also encompass broader system and strategy analysis. While both roles aim to improve organizational performance, Workflow Optimization is more specialized in process enhancement, whereas Business Analysts have a wider scope including system and project analysis.

Full-time
Medical, Retirement, PTO
Posted 8 days ago
Job description
- 401(k) matching
- Health insurance
- Paid time off
Position Summary:
The Enterprise Transformation Officer is a strategic role responsible for driving the planning, execution, and delivery of enterprise-wide initiatives across Prevail Bank. This role establishes and leads the Project Management function, instills an Agile-first mindset across the organization, and champions the identification and deployment of high-value AI use cases. The individual plays a key role on the AI Strategy Team and focuses on opportunities to enhance business workflows, process optimization, and business analysis capabilities across the bank.
This position collaborates closely with business line leaders, technology partners, and operational teams. The role ensures teams understand how to scope ideas, test assumptions, and iterate in a highly regulated environment, balancing innovation with compliance. By aligning employees around a shared experimentation mindset, this leader accelerates learning, strengthens cross-team collaboration, and reduces friction as Prevail Bank moves faster into AI, workflow, and enterprise modernization.
Duties and Responsibilities
Project Leadership
- Serve as the bank's enterprise-level project leader, overseeing planning, execution, governance, and prioritization of complex, cross-departmental projects, with authority to recommend prioritization, sequencing, and escalation of project decisions based on strategic alignment, risk, and value delivery.
- Lead enterprise-wide strategic initiatives, ensuring alignment with corporate strategy, regulatory requirements, and operational objectives.
- Establish and manage a centralized project portfolio management (PPM) framework to enhance transparency, risk management, and executive reporting.
- Act as a primary escalation point for cross-departmental delivery risks, resource constraints, and initiative conflicts.
- Champion an MVP-first, rapid-validation mindset, helping teams test ideas quickly, learn early, and make smaller, safer investments before scaling.
- Provide regular executive-level reporting on transformation progress, risks, and outcomes to senior leadership and committees, as appropriate.
- Partner with Finance and executive leadership on business case development, requirement definitions, funding decisions, and benefit realization for enterprise initiatives.
Agile Transformation & Organizational Enablement
- Champion the adoption of Agile methodologies, fostering iterative delivery, continuous improvement, and value-driven outcomes.
- Develop and deliver Agile education, coaching, and change management, working with executives and teams to embed Agile principles into daily operations.
- Implement standardized practices for sprint planning, backlog refinement, Agile ceremonies, and cross-functional collaboration.
- Facilitate alignment across business units so teams clearly understand how ideas are scoped, tested, and iterated, reducing friction and strengthening collaboration.
AI Strategy & Use Case Development
- Serve as a core member of Prevail Bank's AI Strategy Team, helping shape the bank's long-term AI roadmap.
- Own and maintain the bank's AI Policy, ensuring governance aligns with regulatory expectations and responsible-AI principles.
- Identify, evaluate, and prioritize AI and automation use cases that improve customer experience, operational efficiency, and risk management.
- Partner with IT, data teams, and business units to lead AI pilots, proofs of concept, and scalable implementations.
- Partner closely with Compliance, Risk Management, Internal Audit, and Legal to ensure all transformation, automation, and AI initiatives meet regulatory and policy expectations.
- Support regulatory examinations, audits, and reviews related to enterprise transformation, project governance, and AI usage.
- Partner with Information Security and Data Governance teams to ensure AI and automation use cases adhere to cybersecurity, privacy, and data governance standards.
- Ensure all AI initiatives align with ethical, regulatory, and enterprise risk frameworks
Business Analysis & Workflow Optimization
- Build and lead teams focused on process improvement, workflow standardization, and operational efficiency across all business lines.
- Oversee development of current-state and future-state process maps and identifying opportunities for automation/digitization.
- Collaborate with business units to reduce friction, eliminate manual steps, and improve cross-department performance.
- Define and track key performance indicators related to project delivery, operational efficiency, automation impact, and adoption of new workflows.
- Measure realized benefits from transformation initiatives, including cycle-time reduction, error reduction, cost savings, and employee experience improvements.
- Establish BA standards, templates, and methodologies for requirements gathering, documentation, and solution validation.
- Promote a culture of analytical thinking, problem-solving, and data-informed decision-making.
Qualifications
Education/Experience:
- Bachelor's degree from four-year college or university
- 10+ years of experience in project management, enterprise transformation, or technology delivery within financial services or related industry
- Proven experience leading enterprise-level programs, organizational change, and agile adoption
- Strong understanding of AI concepts, enterprise transformation, and process automation
- Exceptional communication skills with demonstrated ability to lead high-performing teams.
Skills and Abilities:
Adaptability:
- Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.
Attention to Detail:
- Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.
Change Management:
- Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.
Customer Orientation:
- Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Oral/Written Communication:
- The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.
Professionalism:
- Project a positive image of the bank to all internal and external customers.
Time Management:
- Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.
Team Player:
- Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank.
Working Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel:
Valid driver's license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities.
Job Description subject to change at any time at the discretion of management
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Prevail Bank
Prevail Bank is looking for dedicated individuals with the right skill set to continue to serve our customers and provide the best banking services possible. Our vision is to demonstrate our integrity and commitment to our customers and communities by providing quality products, services, technology and financial education. Our mission is to be an exceptional financial service resource for our customers, banking team and community by doing the right thing, taking ownership in finding solutions for our customers.
Browse our current job openings to see if we're a match for you!
Company Website:
About Prevail Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Medford, WI, US
Year founded
1934