Technology Specialist, Enterprise Transformation

Cypress Bank & Trust; Melbourne (FL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary and benefits

Health coverage

Generous PTO & bank holidays

Job summary

Cypress Bank & Trust in Melbourne, FL invites a Technology Specialist, Enterprise Transformation to join our growing team. You will partner with business units to analyze processes, design AI-enabled improvements, and deploy automation initiatives that boost efficiency and employee experience.

You will help develop AI strategies, create practical tech solutions, and deliver training to drive adoption across the organization.

Qualifications

• Bachelor's degree in IT or related field or equivalent work experience.
• 3+ years in technology, business process improvement, project management, training, operations, or related.
• Strong understanding of generative AI technologies and business applications.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work with technical and non-technical audiences.
• Strong analytical, organizational, and problem-solving abilities.
• Demonstrated ability to manage multiple initiatives and priorities.
• Ability to translate business needs into practical technology solutions.

Responsibilities

• Analyze and document workflows; redesign processes to improve efficiency.
• Identify opportunities where AI, automation, and technology deliver measurable value.
• Develop AI-enabled solutions, prompts, and enablement materials.
• Monitor adoption and governance of AI-enabled solutions and automation.
• Deliver training and adoption support to employees and business units.
• Prepare reports, dashboards, and business cases for leadership.

Skills

Generative AI

Communication

Stakeholder management

Cross-functional collaboration

Analytical thinking

Problem solving

Multi-tasking

Business interpretation

Education

Bachelor's degree in IT or related field

Job description

We believe in the power of relationships. With our clients and team members, we foster genuine connections that fuel success and create a supportive, collaborative environment. Your unique talents are valued, and your aspirations are supported as we work together to shape the financial future of our clients and community.

Named Florida's #1 Best Company to Work For

“At Cypress Bank & Trust, employee experience isn’t just a department—it’s our philosophy. We don’t define our culture through HR; we define it through how we care for our internal clients—our team. We hold ourselves to the same thoughtful standards internally as we do with our external clients, because we believe that when our people thrive, our business does too.”

Jeri Castrillon
Vice President & Director of Employee Experience

We believe in teamwork, where every voice is heard and every contribution counts.

Room to Grow

Whether you’re just starting out or looking to advance, we provide the resources and opportunities you need to achieve your career goals.

Work-Life Balance

Your personal life matters. We offer flexibility and support to help you maintain a healthy balance.

Empowerment

We give you the tools and encouragement to succeed in your career, knowing that your growth contributes to our collective success.

A Culture of Connection and Growth

At Cypress, we foster a vibrant and supportive environment where teamwork and personal growth go hand in hand. Our culture is built on meaningful connections, innovation, and a shared commitment to well-being.

PERSONAL CONNECTIONS
We get to know our clients and team members on a personal level, fostering a culture of belonging and respect.

ENGAGING ENVIRONMENT
We embrace innovation and encourage you to share your ideas, creating a dynamic workplace where you can thrive and make an impact.

EMPLOYEE WELL-BEING
We offer competitive benefits, professional development opportunities, and a focus on work-life balance to support your overall well-being.

FUN & FULFILLING
At Cypress, we believe work should be enjoyable. We combine hard work with a positive, fun atmosphere that makes every day rewarding.

TESTIMONIAL

Professionally, I have grown tremendously since joining in Cypress. I’m proud to be part of an organization that cares about my professional & personal growth, and strives in giving back to the community in which it serves.

Ken Thompson, Senior Trust Executive, Senior Vice President

I joined Cypress because it was a breath of fresh air. A company focused on the client. It was an opportunity to join a firm and take advantage of the dislocation happening in the “megabank” world.

Position: Technology Specialist, Enterprise Transformation

Location: Melbourne, FL

Job Id:204

# of Openings:1

At Cypress Bank & Trust, we believe exceptional results start with exceptional people. Guided by The Cypress Way, our culture is built on integrity, independent thinking, teamwork, and a commitment to excellence. We're proud to have recently been recognized as the #1 Medium-Sized Best Places to Work, a reflection of our people-first culture and shared dedication to serving our clients and communities. As we continue to expand, we're looking for talented individuals who want to be part of a high-performing team where their contributions truly make an impact.

We are seeking a Technology Specialist, Enterprise Transformation to support the organization's enterprise transformation initiatives through workflow analysis, process improvement, technology enablement, automation, and artificial intelligence solutions We are looking for an innovative and collaborative professional who is energized by helping people work smarter, solve problems, and embrace new possibilities. As our Technology Specialist, Enterprise Transformation, you will play a key role in advancing technology adoption, process improvement, automation, and AI initiatives across the organization. You will partner with teams throughout Cypress to identify opportunities, remove obstacles, increase capacity, and help build scalable solutions that enhance both the employee and client experience. This is an exciting opportunity for someone who enjoys combining technology, strategy, and relationship-building to drive meaningful business results.

This role works closely with business units to identify opportunities to improve organizational effectiveness, reduce friction, strengthen controls, increase capacity, and support scalable growth.

The Technology Specialist, Enterprise Transformation serves as an embedded technology resource supporting future-state operating model development, workflow redesign, technology adoption, and continuous improvement efforts across the organization. The position helps evaluate, develop, implement, and support practical technology-enabled solutions that deliver measurable business value while supporting responsible governance and risk management.

Duties and Responsibilities:

Compliance

• Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTR and SAR investigations as needed, utilizing OFAC records, and maintaining appropriate records.
• Adhere to Bank policies, procedures, and all applicable federal and state laws and regulations.

Enterprise Transformation

• As a member of the Enterprise Transformation Team, partner with business units to analyze, document, and redesign workflows to improve organizational effectiveness, strengthen controls, reduce friction, and support scalable growth.
• Participate in enterprise transformation initiatives, future-state operating model development, and process improvement efforts by identifying opportunities where technology, automation, and AI can deliver measurable business value.
• Work with the Enterprise Transformation Team and individual business units to evaluate existing business processes, information flows, and operational challenges to identify opportunities for increased efficiency, improved consistency, enhanced client and employee experiences, and increased organizational capacity.
• Work with the Enterprise Transformation Team and individual business units to assess proposed workflow, technology, and organizational changes for impacts to governance, risk management, controls, employee experience, client experience, and overall business effectiveness.
• Work with the Enterprise Transformation Team and individual business units to identify, evaluate, and prioritize opportunities where artificial intelligence, automation, and related technologies can improve productivity, consistency, information access, decision support, or service delivery.
• Design, develop, test, deploy, and support AI-enabled solutions, automation workflows, and technology-enabled process improvements aligned with approved business objectives.
• Develop and maintain approved prompts, templates, AI agents, knowledge resources, workflow documentation, and other enablement materials that support organizational adoption and effective use of technology.
• Monitor emerging technologies, vendor capabilities, industry developments, and best practices to identify practical opportunities for innovation and continuous improvement.
• Monitor AI-enabled solutions for changes in behavior, response quality, usability concerns, hallucinations, operational issues, and business effectiveness following platform or vendor updates.

Training & Adoption

• Develop and deliver employee training programs, workshops, presentations, and educational resources designed to improve adoption and effective use of approved AI and technology solutions.
• Provide individual coaching, departmental consultation, and ongoing support to employees seeking to incorporate AI, automation, and technology solutions into their daily work activities.
• Track adoption, utilization, and engagement trends to identify opportunities for additional training, process refinement, and organizational support.
• Support organizational change management efforts by helping employees understand, adopt, and effectively utilize new technologies, workflows, and business processes.

Governance & Reporting

• Coordinate with Information Technology, Compliance, and business unit leaders to support responsible implementation and governance of approved technology initiatives.
• Assist with technology inventory management, licensing optimization, subscription utilization, solution ownership documentation, and related administrative activities.
• Monitor deployed solutions for adoption, performance, quality, business impact, and ongoing alignment with organizational objectives.
• Collect, analyze, and report meaningful metrics related to technology utilization, process improvement outcomes, organizational effectiveness, and business value realization.
• Prepare reports, dashboards, presentations, recommendations, and business cases for management, committees, and executive leadership regarding transformation initiatives and technology opportunities.

Key Performance Expectations:

Success in this role will be measured through a combination of quantitative and qualitative metrics, including:

• Growth in adoption and utilization of approved AI and automation platforms.
• Identification and implementation of technology-enabled workflow improvements.
• Documented reduction in manual effort through automation and process improvement initiatives.
• Development and maintenance of approved AI resources, prompt libraries, workflows, and enablement materials.
• Delivery of employee training, workshops, coaching, and adoption support programs.
• Successful deployment and support of AI-enabled and workflow improvement initiatives.
• Identification and documentation of opportunities to improve organizational effectiveness, reduce friction, and increase capacity.
• Measurement and reporting of business outcomes resulting from approved AI and automation initiatives.
• Effective collaboration with business units, Information Technology, and operational stakeholders.
• Demonstrated contribution toward organizational productivity, scalability, and operational effectiveness goals.

Must-haves:

• Bachelor's degree in Information Technology, Business Administration, Management Information Systems, Data Analytics, Organizational Development, or a related field; OR equivalent work experience.
• Minimum of 3 years of experience in technology, business process improvement, project management, training, operations, business analysis, or a related discipline.
• Strong understanding of generative AI technologies and business applications.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work effectively with technical and non-technical audiences.
• Strong analytical, organizational, and problem-solving abilities.
• Demonstrated ability to manage multiple initiatives and priorities simultaneously.
• Ability to identify business needs and translate them into practical technology solutions.

Would be great to have:

• Experience with enterprise generative AI platforms.
• Experience with workflow automation and collaboration platforms.
• Experience delivering training, workshops, or organizational change management initiatives.
• Experience with project management or process improvement methodologies.
• Knowledge of regulatory expectations related to technology, risk management, AI governance, or financial institutions.
• Experience measuring and reporting business outcomes, operational efficiencies, or return-on-investment metrics.

Why Work Here?

• Financially strong and growing company
• Opportunity to help shape the future of AI adoption across the organization
• Personal and professional growth opportunities
• Collaborative and innovative culture
• Generous PTO schedule in addition to bank holidays
• Competitive salary and benefits package
• Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)

Cypress Bank & Trust complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

We are Adaptive

We are Attentive

We are Relational

We are Transparent

We are Relational

We are Adaptive

We are Attentive

Our Guiding Values

Community

Cypress will always prioritize building connections and fostering community growth.

Our commitment to client-centricity ensures your financial well-being is our top priority.

Accountability

At Cypress, accountability is not just a buzzword; it’s our guiding principle.

Clarity

Transparency and clarity go hand in hand at Cypress.

Integrity

Integrity is the cornerstone of every decision we make.

Dedication

With unwavering dedication, we strive to exceed your expectations every day.

Building Careers and Community

At Cypress Bank & Trust, we’re deeply rooted in the communities we serve. We believe in giving back and making a positive impact alongside our clients and colleagues.

VOLUNTEER INITIATIVES
Our team actively participates in community service, with dedicated volunteer hours supporting local causes.

PARTNERSHIPS WITH NON-PROFITS
We proudly partner with organizations that align with our mission and values.

EMPLOYEE INVOLVEMENT
We encourage our employees to engage in community initiatives, empowering you to make an impact both inside and outside the office.