Banking AI Impact Analysis

Work. Reinvented: What Your Data Tells You

To reinvent your workforce and embrace AI, these are the key steps to take—and here’s what your data reveals about your jobs and work:

See your jobs and work broken down into tasks to understand what is actually being done.
Identify where AI can drive value based on maturity, ROI, and applicability.
Determine the right AI solution for each task: out-of-the-box, configuration, or design and build.
Understand the workforce impact so you can plan and lead responsible transformation.

Click to see all roles:

Credit Risk Analyst

Grade:: L3
Headcount:: 100
Band:: $95,000

Work Intelligence™

Your organization is now equipped with Work Intelligence™— a live layer of data that quantifies opportunity across roles, tasks, and teams

Metric	What It Tells You
AI Potential Index (AIPI)	54.84% of total work is ready for automation
Annual Salary Exposure	$9,500,000 across analyzed roles
Total Potential Savings	$5,210,085 unlocked by automating tasks
Operational Efficiency Index (OEI)	30.10% potential impact on overall operational efficiency
Velocity of Output (VOI)	18.50% increase in delivery speed
Capacity Increase from Task Consolidation (CITC)	10.25% efficiency gains from reducing task overlap and streamlining duplicated tasks
Time to Benefit Realization (TBR)	8.2 months until Benefits visible after initial deployment

Tasks

Analyze financial statements to assess creditworthiness by reviewing income, expenses, liabilities, and assets	65%	10.10%	$624K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: please analyze the attached financial statements and summarize key income, expense, liability, and asset trends relevant to creditworthiness.
OpenAI GPT-based AI Assistants	Prompt: extract and interpret financial metrics from these documents to highlight anomalies and provide a creditworthiness assessment summary.
SAP Fioneer AI Agent	Prompt: automate the extraction and reconciliation of financial data to support faster evaluation of borrower financial conditions.
Configured Workflow
Copilot Analyst Agent	Automatically ingests and analyzes financial statements to extract and normalize income, expenses, liabilities, and assets data.
OpenAI GPT-based AI Assistants	Interprets extracted financial data and provides preliminary creditworthiness assessment insights using natural language.
Microsoft Power Automate	Orchestrates the workflow to gather data inputs and route processed analysis for review and further action.
Copilot Agent
Conversational Design Step	Guide users to upload financial statements and specify focus areas such as income, liabilities, or assets via an intuitive dialogue.
Tools/Data Integration Step	Integrate with document processing AI tools and structured financial data repositories using Microsoft Azure Form Recognizer and Copilot Analyst Agent for data extraction and normalization.
AI Processing/Output Format Step	Apply AI to extract, normalize, and analyze financial data with pattern recognition and anomaly detection, then generate summarized creditworthiness assessments.

Skills

General
Human
Technology

Financial Statement Analysis
Credit Risk Evaluation
Accounting Principles
Attention to Detail
Critical Thinking
Communication Skills
Financial Analysis Software Proficiency
Spreadsheet Software
Data Modeling and Visualization

Conduct credit risk assessments by evaluating quantitative and qualitative data to identify lending risks	60%	25.25%	$1.44M

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: analyze borrower data integrating financial and qualitative inputs to generate a risk profile and highlight key lending risks.
Oracle Fusion Financial AI Agents	Prompt: provide risk scoring insights based on integrated business data for automated credit risk evaluation.
Agentforce for Financial Services	Prompt: assist in automating routine credit evaluation tasks and answer queries related to credit risk factors and compliance.
Configured Workflow
Copilot Analyst Agent	Aggregates and analyzes both structured financial data and unstructured qualitative inputs for risk evaluation.
OpenAI GPT-based AI Assistants	Generates risk scoring narratives and highlights key lending risks in plain language for user review.
Microsoft Power Automate	Automates the data collection and integration process to streamline credit risk assessment workflows.
Copilot Agent
Conversational Design Step	Collect structured inputs on borrower financials and qualitative factors via guided prompts, clarifying intent on risk priorities.
Tools/Data Integration Step	Leverage integration with financial data analytics platforms like FICO and Copilot Analyst Agent to ingest both quantitative and qualitative datasets.
AI Processing/Output Format Step	Use AI algorithms to compute risk scores, highlight risk factors, and deliver actionable risk profiles with supporting insights.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Statement Analysis
Quantitative Data Analysis
Qualitative Assessment
Attention to Detail
Critical Thinking
Communication Skills
Risk Management Tools
Data Analysis Software
Credit Scoring Systems

Prepare detailed credit reports summarizing analysis, findings, and recommendations for credit decisions	55%	10.10%	$528K

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: draft a credit report summarizing key credit analysis findings, risks identified, and recommendations based on attached analytics data.
Copilot Analyst Agent	Prompt: generate visual reports and textual summaries from credit assessment data to support report drafting.
Microsoft Word Copilot	Prompt: create and format a professional credit report document using provided analysis and insights.
Configured Workflow
Copilot Analyst Agent	Analyzes financial and credit risk data to generate key insights and structured report content.
OpenAI GPT-based AI Assistants	Drafts natural language credit reports summarizing analysis, findings, and recommendations.
Microsoft Power Automate	Automates compilation and distribution of the draft reports to relevant stakeholders for review.
Copilot Agent
Conversational Design Step	Engage users in structured conversation to gather report scope, required details, and key findings to emphasize in the summary.
Tools/Data Integration Step	Connect to credit risk analytics outputs from FICO or SAS via Copilot Analyst Agent and integrate with OpenAI GPT for natural language generation.
AI Processing/Output Format Step	Automatically generate coherent, executive-style credit reports using NLG that articulate analysis, findings, and credit recommendations.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Statement Analysis
Report Writing
Attention to Detail
Communication Skills
Critical Thinking
Data Analysis Tools Proficiency
Credit Risk Management Systems
Document Management Systems

Monitor ongoing loan portfolios to detect changes in credit risk and flag potential defaults promptly	70%	10.10%	$672K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: continuously analyze loan portfolio data and alert for any emerging risk indicators or early warning signs of default.
Agentforce for Financial Services	Prompt: automate routine portfolio monitoring and customer query handling related to credit risk changes.
OpenAI GPT-based AI Assistants	Prompt: provide real-time explanations and summaries of portfolio credit risk trends highlighted in monitoring reports.
Configured Workflow
Copilot Analyst Agent	Continuously analyzes loan portfolio data to identify shifts in credit risk indicators and potential defaults.
OpenAI GPT-based AI Assistants	Interprets analytical alerts and generates understandable summaries of risk changes for user action.
Microsoft Power Automate	Automates alert notifications and escalations to credit risk managers based on detected risk changes.
Copilot Agent
Conversational Design Step	Prompt users to specify portfolio segments and risk thresholds while offering proactive alerts design options via conversational interface.
Tools/Data Integration Step	Integrate real-time loan portfolio data feeds with AI risk monitoring platforms such as Moody’s Analytics and Copilot Analyst Agent for continuous analysis.
AI Processing/Output Format Step	Apply predictive analytics to identify deteriorating credit risk and generate dynamic alerts and risk flags for early intervention.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Statement Analysis
Portfolio Management
Attention to Detail
Critical Thinking
Communication Skills
Data Analysis
Credit Risk Management Software
Reporting Tools

Support underwriting decisions by providing expert risk insights and credit evaluations	40%	3.03%	$115K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: summarize credit risk scores and provide scenario-based risk insights to support underwriting decisions.
Oracle Fusion Financial AI Agents	Prompt: deliver personalized credit evaluation recommendations and insights for underwriting review.
Agentforce for Financial Services	Prompt: assist with credit product-related queries and automate data retrieval to support underwriters.
Configured Workflow
Copilot Analyst Agent	Analyzes borrower data to produce risk summaries and credit evaluations supporting underwriting decisions.
OpenAI GPT-based AI Assistants	Communicates complex risk insights in clear language tailored for underwriters' review.
Microsoft Power Automate	Coordinates the flow of underwriting support information to decision makers and captures feedback.
Copilot Agent
Conversational Design Step	Interact with underwriters via conversation to capture case-specific questions and risk parameters requiring support.
Tools/Data Integration Step	Use AI-driven risk scoring tools like FICO and Zest AI integrated through Copilot Analyst Agent to deliver up-to-date risk evaluations.
AI Processing/Output Format Step	Generate summarized risk insights and scenario analyses to assist human underwriting judgment with data-driven recommendations.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Statement Analysis
Regulatory Compliance Knowledge
Decision-Making
Effective Communication
Attention to Detail
Credit Risk Modeling Tools
Data Analysis and Reporting Software
Loan Origination Systems

Utilize credit scoring models and analytical tools to quantify borrower risk and improve decision accuracy	75%	10.10%	$720K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: apply credit scoring models to borrower data and generate risk quantification reports with interpretive explanations.
Oracle Fusion Financial AI Agents	Prompt: run automated risk scoring models and deliver insights to improve accuracy of lending decisions.
Agentforce for Financial Services	Prompt: automate credit scoring calculations and provide compliance checks related to credit risk assessments.
Configured Workflow
Copilot Analyst Agent	Executes advanced scoring models on borrower data to quantify credit risk accurately and efficiently.
OpenAI GPT-based AI Assistants	Explains model outcomes and predictive risk scores in actionable terms for risk analysts.
Microsoft Power Automate	Integrates model outputs into credit decision workflows and automates report generation.
Copilot Agent
Conversational Design Step	Guide users to input borrower data and select or customize credit scoring models through an interactive dialogue.
Tools/Data Integration Step	Connect AI scoring models and platforms like FICO, Zest AI, and SAS with Copilot Analyst Agent for integrated data ingestion and analysis.
AI Processing/Output Format Step	Apply advanced AI/ML models to generate borrower risk scores with enhanced predictive accuracy and actionable insights.

Skills

General
Human
Technology

Credit Risk Assessment
Data Analysis
Statistical Modeling
Attention to Detail
Critical Thinking
Communication Skills
Statistical Software Proficiency
Credit Risk Management Systems
Spreadsheet and Data Visualization Tools

Validate and calibrate credit risk models and scoring systems to ensure reliability and compliance	35%	3.03%	$101K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: perform validation analysis on credit risk model outputs, highlighting anomalies and calibration needs.
Oracle Fusion Financial AI Agents	Prompt: generate compliance and audit-ready reports to support model validation and regulatory review.
OpenAI GPT-based AI Assistants	Prompt: summarize validation findings and generate narratives explaining model performance and adjustment recommendations.
Configured Workflow
Copilot Analyst Agent	Automates statistical back-testing and anomaly detection on credit risk model outputs.
OpenAI GPT-based AI Assistants	Summarizes validation results and flags potential calibration issues for expert review.
Microsoft Power Automate	Schedules validation workflows and routes compliance reports to relevant stakeholders.
Copilot Agent
Conversational Design Step	Collect configuration details and compliance criteria interactively to scope model validation and calibration needs.
Tools/Data Integration Step	Integrate with model risk management systems including SAS Model Risk Management and Moody’s Analytics for back-testing data.
AI Processing/Output Format Step	Automate back-testing and anomaly detection within scoring models, producing validation reports and recommended calibrations.

Skills

General
Human
Technology

Statistical Analysis
Credit Risk Assessment
Regulatory Compliance Knowledge
Attention to Detail
Critical Thinking
Collaboration
Data Analysis Tools
Credit Risk Modeling Software
Database Management Systems

Conduct stress testing and scenario analysis to evaluate the impact of economic changes on credit risk exposure	50%	3.03%	$144K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: simulate economic stress scenarios on credit portfolios and generate impact analysis reports.
Oracle Fusion Financial AI Agents	Prompt: provide dynamic scenario generation and evaluate credit risk impacts for stress testing purposes.
OpenAI GPT-based AI Assistants	Prompt: explain scenario analysis results and summarize potential risks for stakeholder communication.
Configured Workflow
Copilot Analyst Agent	Runs predefined stress test scenarios and simulates credit risk exposure under varying economic conditions.
OpenAI GPT-based AI Assistants	Interprets scenario outcomes and drafts impact analyses for risk management review.
Microsoft Power Automate	Automates the orchestration and scheduling of scenario simulation and reporting tasks.
Copilot Agent
Conversational Design Step	Engage users in defining economic scenarios and parameters for stress testing through step-by-step questioning.
Tools/Data Integration Step	Connect to stress testing simulation platforms like Moody’s Analytics and SAS and integrate data inputs for scenario modeling.
AI Processing/Output Format Step	Simulate stress scenarios using AI and generate impact analyses with visualizations to inform credit risk exposure decisions.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Modeling
Macroeconomic Knowledge
Quantitative Analysis
Critical Thinking
Attention to Detail
Communication Skills
Statistical Software Proficiency
Data Visualization Tools
Risk Management Systems

Collaborate with credit risk management, underwriting, and business units to align risk assessment approaches	15%	3.03%	$43K

Take Action

Out-of-the-Box
Microsoft Teams Copilot	Prompt: summarize team discussions and action items aligning credit risk assessment approaches and share updates.
Microsoft Outlook Copilot	Prompt: draft and manage collaborative emails coordinating alignment efforts among credit risk and underwriting teams.
Microsoft Loop Copilot	Prompt: create shared workspaces to track risk assessment documentation and feedback across business units.
Configured Workflow
Microsoft Teams Copilot (derived from Microsoft Marketplace Copilot Agents)	Facilitates real-time meeting summarization and note-taking to capture alignment discussions.
Microsoft Power Automate	Automates meeting invitations, follow-ups, and the sharing of aligned risk assessment documents.
Copilot Researcher Agent	Curates relevant policy updates and best practices to support aligned risk assessment approaches.
Copilot Agent
Conversational Design Step	Facilitate collaborative dialog prompts for aligning risk assessment topics and capturing shared inputs across teams.
Tools/Data Integration Step	Leverage collaboration platforms like Microsoft Teams and Slack with AI plugins for knowledge sharing and workflow coordination.
AI Processing/Output Format Step	Organize and synthesize shared information into aligned risk assessment frameworks and track consensus progress.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Acumen
Knowledge of Regulatory Requirements
Effective Communication
Collaboration and Teamwork
Conflict Resolution
Risk Management Software Proficiency
Data Analysis Tools
Enterprise Collaboration Platforms

Maintain up-to-date knowledge of regulatory requirements and internal policies affecting credit risk processes	40%	3.03%	$115K

Take Action

Out-of-the-Box
Copilot Researcher Agent	Prompt: summarize recent regulatory updates and internal policy changes relevant to credit risk management.
OpenAI GPT-based AI Assistants	Prompt: generate concise briefing notes on compliance changes affecting credit risk workflows.
Microsoft Outlook Copilot	Prompt: draft communications to inform stakeholders of important regulatory updates and internal policy changes.
Configured Workflow
Copilot Researcher Agent	Continuously scans and summarizes evolving regulatory requirements and internal policy changes.
OpenAI GPT-based AI Assistants	Transforms complex regulatory updates into concise, user-friendly compliance alerts.
Microsoft Power Automate	Automates distribution of regulatory update summaries and compliance action reminders.
Copilot Agent
Conversational Design Step	Prompt users to specify regulatory areas of concern and preferred update frequency to tailor monitoring alerts.
Tools/Data Integration Step	Integrate AI-driven regulatory intelligence tools that monitor external policy changes and internal compliance documents.
AI Processing/Output Format Step	Curate and summarize regulatory updates with impact highlights, delivering actionable compliance notifications.

Skills

General
Human
Technology

Regulatory Knowledge
Policy Interpretation
Continuous Learning
Attention to Detail
Effective Communication
Information Management Systems
Regulatory Research Tools

Identify emerging risks and recommend enhancements to risk assessment methodologies	30%	3.03%	$86K

Take Action

Out-of-the-Box
Copilot Researcher Agent	Prompt: research and summarize emerging credit risk trends and relevant market insights for risk methodology improvements.
OpenAI GPT-based AI Assistants	Prompt: analyze collected data to highlight potential new risk factors and suggest methodological enhancements.
Microsoft PowerPoint Copilot	Prompt: create presentation slides summarizing emerging risks and recommended changes for stakeholder discussions.
Configured Workflow
Copilot Researcher Agent	Aggregates market and industry risk trend data from internal and external sources for emerging risk detection.
OpenAI GPT-based AI Assistants	Synthesizes trends and proposes potential improvements to credit risk assessment approaches.
Microsoft Power Automate	Automates the compilation and sharing of risk insights to relevant stakeholders for feedback.
Copilot Agent
Conversational Design Step	Use guided prompts to capture observations on market trends and emerging risk indicators from users’ inputs.
Tools/Data Integration Step	Connect AI analytics platforms such as Palantir and SAS to ingest market data and risk trend information.
AI Processing/Output Format Step	Analyze trends to detect emerging risks and generate recommendations for updating risk assessment methodologies.

Skills

General
Human
Technology

Risk Analysis
Credit Risk Assessment
Financial Modelling
Critical Thinking
Communication Skills
Collaboration
Statistical Analysis Software
Risk Management Information Systems (RMIS)
Data Visualization Tools

Develop and deliver training on credit risk assessment methodologies to junior analysts and team members	20%	3.03%	$58K

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: generate training materials and FAQ documents covering credit risk assessment methodologies.
Microsoft PowerPoint Copilot	Prompt: create engaging training presentations based on provided credit risk assessment content.
Microsoft Teams Copilot	Prompt: facilitate virtual training sessions and summarize participant questions and feedback.
Configured Workflow
Copilot Researcher Agent	Curates and updates relevant learning materials and best practice content for training sessions.
OpenAI GPT-based AI Assistants	Generates tailored training content, quizzes, and answers queries during e-learning activities.
Microsoft Power Automate	Manages training session schedules, enrollment, and learner progress tracking workflows.
Copilot Agent
Conversational Design Step	Collect learner profiles and training objectives via conversational interaction to personalize training delivery.
Tools/Data Integration Step	Leverage AI-enabled e-learning platforms integrated with training content repositories like LinkedIn Learning and Coursera.
AI Processing/Output Format Step	Generate interactive learning experiences and quizzes using AI chatbots supporting credit risk concepts and methodologies.

Skills

General
Human
Technology

Credit Risk Assessment
Training Development
Presentation Skills
Communication Skills
Empathy
Coaching and Mentoring
E-Learning Platforms
Presentation Software
Credit Risk Software Tools

Oversee credit risk reporting processes ensuring accuracy, timeliness, and relevance of information provided to management	60%	3.03%	$173K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: automate data aggregation and generate accurate, timely credit risk reports with visual insights for management.
Microsoft Excel Copilot	Prompt: update and validate credit risk reporting dashboards to ensure data correctness and relevance.
Power BI Copilot	Prompt: create and refresh interactive credit risk reports from live data sources for management review.
Configured Workflow
Copilot Analyst Agent	Aggregates and analyzes credit risk data to generate accurate and relevant reports automatically.
Microsoft Power Automate	Automates report distribution and reminder workflows to ensure timely delivery to management.
OpenAI GPT-based AI Assistants	Enhances report narratives and highlights key insights in layman terms for decision makers.
Copilot Agent
Conversational Design Step	Prompt managers to specify reporting periods, metrics, and exception criteria to tailor report generation.
Tools/Data Integration Step	Integrate data collation and visualization tools like Power BI, Tableau, and Alteryx with RPA technologies for workflow automation.
AI Processing/Output Format Step	Automate data validation, aggregation, and generate interactive dashboards and comprehensive credit risk reports.

Skills

General
Human
Technology

Credit Risk Analysis
Data Accuracy and Quality Assurance
Regulatory and Compliance Knowledge
Attention to Detail
Effective Communication
Time Management
Data Analysis Tools
Risk Management Information Systems (RMIS)
Reporting and Business Intelligence Platforms

Lead investigations into credit risk anomalies or portfolio deterioration to identify root causes and remediation actions	45%	1.01%	$43K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: analyze portfolio data to identify anomalies, their potential causes, and recommend remediation steps.
OpenAI GPT-based AI Assistants	Prompt: summarize investigation findings and draft remediation action plans for stakeholder communication.
Microsoft Word Copilot	Prompt: generate structured investigation reports documenting discovered anomalies and corrective recommendations.
Configured Workflow
Copilot Analyst Agent	Performs anomaly detection and root cause analysis on credit portfolio data streams.
OpenAI GPT-based AI Assistants	Summarizes findings with suggested remediation actions and communicates them to the investigation team.
Microsoft Power Automate	Orchestrates the investigative workflow and task assignments among team members.
Copilot Agent
Conversational Design Step	Collect detailed incident descriptions and hypotheses from users through guided inquiry to focus investigation scope.
Tools/Data Integration Step	Use AI analytics platforms such as SAS, FICO, and Palantir connected to portfolio data and anomaly detection systems.
AI Processing/Output Format Step	Perform root cause analysis using AI, identify patterns or anomalies, and produce actionable remediation recommendations.

Skills

General
Human
Technology

Credit Risk Analysis
Root Cause Analysis
Financial Statement Analysis
Data Interpretation and Analysis
Problem Solving
Communication Skills
Collaboration and Teamwork
Project Management
Risk Management Software
Data Analytics Tools

Engage with external regulators and auditors to demonstrate compliance and transparency of credit risk processes	25%	1.01%	$24K

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: prepare clear, concise compliance documentation and response templates for regulatory queries.
Copilot Analyst Agent	Prompt: generate audit-ready reports combining credit risk data and compliance evidence for external review.
Microsoft Outlook Copilot	Prompt: draft professional communications to regulators and auditors addressing compliance and transparency concerns.
Configured Workflow
Copilot Analyst Agent	Prepares compliance reports and audit documentation using integrated data from credit risk systems.
OpenAI GPT-based AI Assistants	Drafts clear, professional responses and summaries for regulator and auditor inquiries.
Microsoft Power Automate	Automates scheduling and tracking of regulator engagement activities and document submission.
Copilot Agent
Conversational Design Step	Facilitate input collection on regulator queries and required documentation through a guided, query-driven dialogue.
Tools/Data Integration Step	Connect to compliance documentation and audit trail management systems using AI-powered platforms for transparency.
AI Processing/Output Format Step	Automatically generate compliance reports and audit-ready documents, including evidence summaries tailored for external stakeholders.

Skills

General
Human
Technology

Regulatory Knowledge
Credit Risk Management
Audit Process Understanding
Communication Skills
Interpersonal Skills
Negotiation Skills
Document Management Systems
Compliance Monitoring Tools
Data Analysis Software

Advise senior management on credit risk trends and potential impacts on business strategy	30%	1.01%	$29K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: analyze credit risk trend data and generate concise summaries with strategic business impact insights.
Power BI Copilot	Prompt: create visualizations of trend data to support strategic advisory presentations for senior management.
OpenAI GPT-based AI Assistants	Prompt: draft advisory notes and recommendations based on analyzed credit risk trends for executive review.
Configured Workflow
Copilot Analyst Agent	Generates data-driven trend analytics and forecasts relevant to credit risk and business strategy.
OpenAI GPT-based AI Assistants	Synthesizes analytic data into concise advisory narratives with actionable insights.
Microsoft Power Automate	Facilitates preparation and automated delivery of presentation materials to senior management.
Copilot Agent
Conversational Design Step	Engage leaders with targeted questions to clarify advisory needs, desired risk trend focus, and decision contexts.
Tools/Data Integration Step	Integrate BI and advanced analytics tools like Tableau, Power BI, SAS, and FICO with Copilot Analyst Agent for comprehensive trend analysis.
AI Processing/Output Format Step	Generate predictive trend analyses and impact visualizations to support strategic recommendations for senior management.

Skills

General
Human
Technology

Credit Risk Analysis
Financial Modeling
Business Acumen
Strategic Thinking
Communication Skills
Influencing and Negotiation
Interpersonal Skills
Data Analysis Tools
Risk Management Systems
Presentation Software

Implement tools and technology to automate routine credit risk data collection and analysis activities	80%	3.03%	$230K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: set up automated data ingestion and analytics processes to streamline routine credit risk data workflows.
Microsoft Excel Copilot	Prompt: design automated credit risk analysis spreadsheets that refresh and compute key metrics with minimal manual input.
Power BI Copilot	Prompt: develop dashboards that automatically update with latest credit risk data to support ongoing monitoring.
Configured Workflow
Microsoft Power Automate	Designs automated workflows for credit risk data extraction, transformation, and integration from multiple sources.
Copilot Analyst Agent	Performs automated analysis and generates insights from collected credit risk datasets.
OpenAI GPT-based AI Assistants	Interprets analytic outputs and assists user understanding via natural language explanations.
Copilot Agent
Conversational Design Step	Guide users through specifying automation scope, data sources, and desired analysis outcomes via structured conversation.
Tools/Data Integration Step	Leverage RPA platforms like UiPath, Automation Anywhere, and AI analytics tools including Alteryx and Microsoft Power Automate for integration.
AI Processing/Output Format Step	Automate end-to-end data extraction, cleaning, and routine credit risk analyses producing timely, standardized outputs.

Skills

General
Human
Technology

Credit Risk Analysis
Process Automation Design
Data Analysis
Problem Solving
Collaboration
Change Management
Scripting and Programming
Data Management Systems
Automation Tools and Platforms

Participate in cross-functional projects aimed at enhancing credit risk policies and risk appetite frameworks	20%	3.03%	$58K

Take Action

Out-of-the-Box
Microsoft Teams Copilot	Prompt: summarize cross-functional meeting discussions and document agreed updates to risk policies and frameworks.
SharePoint Copilot	Prompt: organize and maintain shared policy documents and feedback from project collaborators in an accessible workspace.
Microsoft Outlook Copilot	Prompt: draft and manage communications to stakeholders involved in credit risk policy enhancement projects.
Configured Workflow
Microsoft Teams Copilot (derived from Microsoft Marketplace Copilot Agents)	Records and summarizes project meetings and discussion points for efficient communication among teams.
Microsoft Power Automate	Automates notification workflows and document sharing across cross-functional project teams.
Copilot Researcher Agent	Curates best practices and policy research to support policy enhancement discussions.
Copilot Agent
Conversational Design Step	Facilitate structured dialogue to capture project roles, objectives, and priorities among cross-functional stakeholders.
Tools/Data Integration Step	Employ collaboration platforms such as Microsoft Teams, Slack, SharePoint, and Jira integrated with AI workflow management features.
AI Processing/Output Format Step	Coordinate document management and automate meeting notes, action tracking, and workflow alerts to enhance project efficiency.

Skills

General
Human
Technology

Credit Risk Analysis
Regulatory Knowledge
Project Management
Collaborative Communication
Problem Solving
Stakeholder Management
Data Analysis Tools
Risk Management Frameworks
Collaboration Platforms

Provide mentorship and career development support to junior credit risk staff	10%	1.01%	$10K

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: generate personalized learning recommendations and career development plans for junior analysts.
Microsoft Teams Copilot	Prompt: facilitate mentorship session notes and track progress in career development discussions.
LinkedIn Learning	Prompt: curate and assign relevant credit risk training courses to support mentee growth.
Configured Workflow
Copilot Researcher Agent	Aggregates personalized learning resources and career development materials for mentees.
OpenAI GPT-based AI Assistants	Offers on-demand answers and guidance to junior staff queries about credit risk topics.
Microsoft Power Automate	Schedules and manages mentorship session planning and follow-up reminders.
Copilot Agent
Conversational Design Step	Interact with mentees to assess learning goals, career interests, and preferred development modalities.
Tools/Data Integration Step	Integrate with personalized learning platforms like Degreed and LinkedIn Learning to curate relevant development content.
AI Processing/Output Format Step	Deliver AI-driven customized learning recommendations and career path insights to augment human mentorship.

Skills

General
Human
Technology

Credit Risk Knowledge
Coaching and Mentoring
Career Development Planning
Communication Skills
Empathy
Leadership
Performance Management
Learning Management Systems (LMS)
Collaboration Tools

Define and communicate the vision and strategic goals for credit risk management aligned with Retail Bank’s business objectives	10%	0.00%	$0

Take Action

Out-of-the-Box
Power BI Copilot	Prompt: generate visual strategic dashboards aligned with credit risk management objectives for leadership presentations.
OpenAI GPT-based AI Assistants	Prompt: draft vision statements and communications articulating credit risk strategy aligned to business goals.
Microsoft PowerPoint Copilot	Prompt: create compelling presentations communicating credit risk strategic goals to stakeholders.
Configured Workflow
Copilot Analyst Agent	Provides data-driven insights and trend analyses to inform strategic goal setting.
OpenAI GPT-based AI Assistants	Assists in drafting vision and goal communication documents aligned with bank objectives.
Microsoft Power Automate	Automates distribution of strategic communications and gathers stakeholder feedback.
Copilot Agent
Conversational Design Step	Facilitate dialogue to capture leadership input on strategic goals and desired communication priorities.
Tools/Data Integration Step	Use business intelligence tools like Tableau, Power BI, and IBM Cognos to analyze data supporting strategy development.
AI Processing/Output Format Step	Generate data-driven strategic insights and visual presentations to support vision communication and alignment.

Skills

General
Human
Technology

Credit Risk Management
Strategic Planning
Financial Analysis
Leadership
Effective Communication
Stakeholder Management
Risk Assessment Tools
Data Visualization Platforms
Enterprise Risk Management (ERM) Systems

Skills

General

Financial Statement Analysis
Credit Risk Evaluation
Accounting Principles
Credit Risk Analysis
Quantitative Data Analysis
Qualitative Assessment
Report Writing
Portfolio Management
Regulatory Compliance Knowledge
Credit Risk Assessment
Statistical Modeling
Statistical Analysis
Financial Modeling
Macroeconomic Knowledge
Quantitative Analysis
Financial Acumen
Knowledge of Regulatory Requirements
Regulatory Knowledge
Policy Interpretation
Continuous Learning
Risk Analysis
Financial Modelling
Training Development
Presentation Skills
Data Accuracy and Quality Assurance
Regulatory and Compliance Knowledge
Root Cause Analysis
Data Interpretation and Analysis
Credit Risk Management
Audit Process Understanding
Business Acumen
Strategic Thinking
Process Automation Design
Credit Risk Knowledge
Career Development Planning
Performance Management
Strategic Planning
Financial Analysis

Human

Attention to Detail
Critical Thinking
Communication Skills
Decision-Making
Effective Communication
Collaboration
Collaboration and Teamwork
Conflict Resolution
Empathy
Coaching and Mentoring
Time Management
Problem Solving
Interpersonal Skills
Negotiation Skills
Influencing and Negotiation
Change Management
Collaborative Communication
Stakeholder Management
Leadership

Technology

Financial Analysis Software Proficiency
Spreadsheet Software
Data Modeling and Visualization
Risk Management Tools
Data Analysis Software
Credit Scoring Systems
Data Analysis Tools Proficiency
Credit Risk Management Systems
Document Management Systems
Data Analysis
Credit Risk Management Software
Reporting Tools
Credit Risk Modeling Tools
Data Analysis and Reporting Software
Loan Origination Systems
Statistical Software Proficiency
Spreadsheet and Data Visualization Tools
Data Analysis Tools
Credit Risk Modeling Software
Database Management Systems
Data Visualization Tools
Risk Management Systems
Risk Management Software Proficiency
Enterprise Collaboration Platforms
Information Management Systems
Regulatory Research Tools
Statistical Analysis Software
Risk Management Information Systems (RMIS)
E-Learning Platforms
Presentation Software
Credit Risk Software Tools
Reporting and Business Intelligence Platforms
Project Management
Risk Management Software
Data Analytics Tools
Compliance Monitoring Tools
Scripting and Programming
Data Management Systems
Automation Tools and Platforms
Risk Management Frameworks
Collaboration Platforms
Learning Management Systems (LMS)
Collaboration Tools
Risk Assessment Tools
Data Visualization Platforms
Enterprise Risk Management (ERM) Systems

IT Helpdesk support Analyst

Grade:: L4
Headcount:: 100
Band:: $90,000

Work Intelligence™

Your organization is now equipped with Work Intelligence™— a live layer of data that quantifies opportunity across roles, tasks, and teams

Metric	What It Tells You
AI Potential Index (AIPI)	60.23% of total work is ready for automation
Annual Salary Exposure	$9,000,000 across analyzed roles
Total Potential Savings	$5,420,655 unlocked by automating tasks
Operational Efficiency Index (OEI)	31.45% potential impact on overall operational efficiency
Velocity of Output (VOI)	27.87% increase in delivery speed
Capacity Increase from Task Consolidation (CITC)	12.90% efficiency gains from reducing task overlap and streamlining duplicated tasks
Time to Benefit Realization (TBR)	6.9 months until Benefits visible after initial deployment

Tasks

Diagnose and troubleshoot hardware issues reported by banking staff to restore device functionality.	40%	2.31%	$83K

Take Action

Out-of-the-Box
Google Contact Center AI	Prompt: please guide me through diagnostic steps based on user hardware issue descriptions to identify potential faults.
OpenAI GPT-based AI Assistants	Prompt: please suggest troubleshooting scripts and step-by-step fixes for common banking device issues reported by staff.
Microsoft Teams Copilot	Prompt: please summarize previous hardware issue tickets and recommend documented solutions relevant to current user problems.
Configured Workflow
OpenAI GPT-based AI Assistants	Analyze user-reported hardware issue descriptions and suggest initial diagnostic steps and probable causes based on device data.
Microsoft Power Automate	Trigger workflows that gather device logs and status reports automatically from remote sensing tools for further analysis.
Copilot Researcher Agent	Curate and summarize relevant hardware troubleshooting guides and best practices tailored to the reported issue and device type.
Copilot Agent
Conversational Design Step	Prompt users to describe hardware symptoms, confirm device type, and guide them through basic diagnostic checks via conversational queries.
Tools/Data Integration Step	Integrate with hardware diagnostic APIs and monitoring tools capable of remote sensing device status and error logs.
AI Processing/Output Format Step	Analyze hardware data and user inputs to suggest next-step troubleshooting actions or escalate device issues for manual repair.

Skills

General
Human
Technology

Hardware Diagnostics
Problem-Solving
Technical Documentation Interpretation
Communication Skills
Empathy
Active Listening
PC and Peripheral Hardware Knowledge
Operating System Troubleshooting
Remote Support Tools

Resolve software configuration and compatibility problems on Windows environments to maintain operational continuity.	60%	2.31%	$125K

Take Action

Out-of-the-Box
Microsoft Word Copilot	Prompt: please generate step-by-step guides or scripts to fix software configuration conflicts encountered in Windows environments.
Microsoft Excel Copilot	Prompt: please analyze software patch deployment logs and identify compatibility issues by cross-referencing error reports.
Microsoft Teams Copilot	Prompt: please summarize known software issues and recommended remediation actions from internal IT knowledge base.
Configured Workflow
Microsoft AutoPilot	Automate detection of software version conflicts and push patches or updates remotely to affected Windows devices.
ServiceNow	Automatically log and categorize software issues from user reports and prioritize them for resolution workflows.
Microsoft Power Automate	Trigger scripted configuration adjustments and validate settings compliance based on ServiceNow ticket updates.
Copilot Agent
Conversational Design Step	Interactively gather details of software errors, system configurations, and recent changes to identify the software conflict or compatibility issue.
Tools/Data Integration Step	Connect to Windows configuration management and patch deployment tools alongside ticketing platforms for workflow automation.
AI Processing/Output Format Step	Use AI to detect conflicts, automate patch installation, suggest configuration fixes, or create workflow tasks to apply corrective scripts.

Skills

General
Human
Technology

Windows Operating System Troubleshooting
Problem-Solving
Software Configuration Management
Communication Skills
Patience and Empathy
Collaboration
Windows OS Environment
Software Diagnostic Tools
Remote Support Tools

Configure and manage user accounts and permissions through Active Directory in compliance with banking policies.	75%	7.69%	$519K

Take Action

Out-of-the-Box
Microsoft Word Copilot	Prompt: please draft user account provisioning or modification requests with compliance checks based on bank policies.
Microsoft Excel Copilot	Prompt: please create and verify permission assignment matrices for Active Directory users aligning with compliance rules.
Microsoft Teams Copilot	Prompt: please summarize policy updates affecting user account management and compliance requirements.
Configured Workflow
Microsoft Azure AD	Automate user account provisioning, permission assignments, and deactivation requests with embedded compliance rules.
Microsoft Power Automate	Orchestrate workflows for account change approvals and notifications to relevant stakeholders.
Copilot Researcher Agent	Provide up-to-date policy summaries and compliance guidelines to ensure correct account management decisions.
Copilot Agent
Conversational Design Step	Gather user identity requests interactively, confirm role-based access requirements, and clarify permission levels with policy confirmation prompts.
Tools/Data Integration Step	Integrate with identity governance systems and directory services APIs to automate account lifecycle and permissions management.
AI Processing/Output Format Step	Apply policy compliance checks, automate provisioning or deactivation workflows, and generate audit-ready modification logs.

Skills

General
Human
Technology

Active Directory Management
Access Control and Permissions Management
Banking Security Policies Compliance
Problem-Solving
Attention to Detail
Communication Skills
Information Security Fundamentals
Operating Systems Knowledge

Install and set up new IT equipment and peripherals for bank employees to enable productive use of technology.	30%	2.31%	$62K

Take Action

Out-of-the-Box
Microsoft Word Copilot	Prompt: please generate step-by-step setup instructions for new IT equipment based on device type and banking standards.
Microsoft Excel Copilot	Prompt: please prepare inventory and installation checklists to ensure all equipment and peripherals are accounted for and configured.
Microsoft Teams Copilot	Prompt: please compile installation status reports and update stakeholders on new equipment deployment progress.
Configured Workflow
Microsoft System Center Configuration Manager	Automate operating system imaging, driver installations, and software deployment to new hardware remotely.
Microsoft Power Automate	Schedule and trigger provisioning workflows including inventory tracking and setup checklist updates.
Copilot Researcher Agent	Curate up-to-date setup guides and peripheral compatibility info for technician assistance during physical installation.
Copilot Agent
Conversational Design Step	Guide users to specify equipment type, required configurations, and preferred settings through simple prompts for deployment preparation.
Tools/Data Integration Step	Connect with device deployment and configuration management systems for imaging and software installation automation.
AI Processing/Output Format Step	Generate configuration scripts and deployment instructions while tracking setup progress, with alerts for manual intervention if needed.

Skills

General
Human
Technology

Hardware Installation
System Configuration
Troubleshooting
Customer Service
Communication Skills
Time Management
Operating Systems
Peripheral Device Integration
Network Fundamentals

Use the ServiceNow platform to log, track, and update IT support tickets promptly for effective incident management.	85%	2.31%	$177K

Take Action

Out-of-the-Box
ServiceNow	Prompt: please auto-log incoming support requests from emails or chats, classify ticket priority, and assign appropriate categories.
Microsoft Teams Copilot	Prompt: please generate daily status updates summarizing open tickets and ongoing issue progress.
Microsoft Outlook Copilot	Prompt: please draft follow-up communications to users updating them on their ticket resolutions and expected timelines.
Configured Workflow
ServiceNow	Automatically capture incidents from multiple channels and classify and prioritize tickets using AI-driven NLP.
ServiceNow Virtual Agent	Engage users in conversational dialog to gather additional issue details and provide instant status updates.
Microsoft Power Automate	Trigger follow-up workflows for ticket escalation and status change notifications to stakeholders.
Copilot Agent
Conversational Design Step	Capture user issue descriptions and priority levels using natural language prompts, clarifying ticket details before submission or update.
Tools/Data Integration Step	Integrate directly with ServiceNow ticketing APIs for ticket creation, status updates, classification, and automatic prioritization.
AI Processing/Output Format Step	Use NLP to auto-classify tickets, assign priority, trigger alerts or workflows, and generate status summaries for stakeholders.

Skills

General
Human
Technology

Incident Management
Attention to Detail
Time Management
Effective Communication
Customer Service Orientation
Collaboration
Ticketing System Navigation
ServiceNow Platform Knowledge
ITIL Framework Understanding

Apply predefined escalation procedures for unresolved or critical incidents to ensure timely resolution.	70%	7.69%	$484K

Take Action

Out-of-the-Box
ServiceNow	Prompt: please trigger automated escalation workflows for tickets exceeding resolution SLAs based on severity level.
Microsoft Teams Copilot	Prompt: please notify support team leaders of escalated incidents with summarized issue details and resolution status.
Microsoft Outlook Copilot	Prompt: please draft escalation emails to management including incident history, impact, and next steps.
Configured Workflow
ServiceNow	Monitor ticket resolution times and apply triggers based on severity to initiate escalation protocols automatically.
Microsoft Power Automate	Orchestrate notification and approval workflows for escalations ensuring timely involvement of senior support levels.
Copilot Researcher Agent	Provide summaries and recommended actions based on similar past incidents to assist decision-making during escalations.
Copilot Agent
Conversational Design Step	Ask users for incident status and impact details to verify escalation criteria, and provide contextual guidance on next steps.
Tools/Data Integration Step	Interface with incident management and escalation workflow systems to automate routing to appropriate teams based on severity triggers.
AI Processing/Output Format Step	Detect incident severity and timing thresholds, automatically trigger escalation workflows, and notify relevant responders with escalation briefs.

Skills

General
Human
Technology

Incident Management
Problem-Solving
Risk Awareness
Effective Communication
Responsibility and Accountability
Stress Management
IT Service Management (ITSM) Tools
Escalation Frameworks
Remote Support Tools

Maintain accurate ticket records and documentation in the incident management system to ensure auditability and knowledge retention.	80%	2.31%	$166K

Take Action

Out-of-the-Box
ServiceNow	Prompt: please auto-update ticket logs with resolution details and close tickets upon final verification.
Microsoft Word Copilot	Prompt: please generate post-incident reports and document lessons learned based on ticket activity logs.
Microsoft Power Automate	Prompt: please create workflows that transcribe voice notes into ticket comments to capture all incident details accurately.
Configured Workflow
ServiceNow	Automatically update tickets with status changes and resolutions captured from communication logs and system alerts.
Microsoft Power Automate	Generate and archive incident reports and audit-ready documentation based on ticket data.
Copilot Researcher Agent	Summarize ticket conversations and actions to create clear knowledge base entries and supporting documents.
Copilot Agent
Conversational Design Step	Prompt users to provide incident details or upload call transcripts, clarifying any missing information to ensure complete records.
Tools/Data Integration Step	Integrate with ticketing platforms and document management systems to capture updates, logs, and voice-to-text transcriptions.
AI Processing/Output Format Step	Automatically transcribe, summarize, and validate incident updates to maintain consistent, searchable, and audit-compliant documentation.

Skills

General
Human
Technology

Attention to Detail
Technical Writing
Incident Documentation
Time Management
Communication Skills
Incident Management Systems
Audit Compliance Awareness

Resolve hardware and software issues for end users promptly to maintain their productivity.	50%	2.31%	$104K

Take Action

Out-of-the-Box
Google Contact Center AI	Prompt: please provide real-time guided troubleshooting steps tailored to user-described hardware or software problems.
OpenAI GPT-based AI Assistants	Prompt: please suggest quick solutions or workarounds based on common banking IT issues reported by end users.
Microsoft Teams Copilot	Prompt: please summarize relevant past ticket resolutions to assist immediate problem-solving.
Configured Workflow
Google Contact Center AI	Provide conversational AI support to guide users through common troubleshooting steps and quick fixes.
OpenAI GPT-based AI Assistants	Analyze problem descriptions and system logs to suggest actionable resolutions or escalate appropriately.
Microsoft Power Automate	Trigger remote device commands or support session setups based on AI-suggested resolutions.
Copilot Agent
Conversational Design Step	Engage users in describing issues, verify symptoms interactively, and provide stepwise virtual troubleshooting guidance.
Tools/Data Integration Step	Integrate with remote support and diagnostic tools for remote session initiation and system health data retrieval.
AI Processing/Output Format Step	Analyze diagnostic data, suggest remedial actions, or escalate to human support with pre-filled diagnostic summaries.

Skills

General
Human
Technology

Technical Troubleshooting
Operating Systems Knowledge
Hardware Diagnostics
Communication
Customer Service
Time Management
Ticketing Systems
Remote Support Tools
Enterprise Software Suites

Support critical banking systems including trading, branch, and operations platforms to ensure business continuity.	35%	7.69%	$242K

Take Action

Out-of-the-Box
Splunk	Prompt: please monitor and alert me on anomalies detected in critical banking system logs to prevent outages.
Microsoft Teams Copilot	Prompt: please prepare summary briefs of system health metrics and incident reports for team awareness.
OpenAI GPT-based AI Assistants	Prompt: please generate checklists for proactive monitoring and early response procedures for key banking systems.
Configured Workflow
Splunk	Continuously monitor system logs and detect anomalies in critical platforms to alert support teams early.
Microsoft Power Automate	Trigger predefined remediation workflows for common detected issues to minimize downtime automatically.
Copilot Researcher Agent	Aggregate and summarize operational status reports and trends to inform IT support decisions.
Copilot Agent
Conversational Design Step	Prompt operators to report system status or anomalies and confirm affected system scope with structured queries.
Tools/Data Integration Step	Connect to system monitoring and analytics platforms for real-time performance and alert data ingestion.
AI Processing/Output Format Step	Apply predictive analytics to identify risks and recommend preventive actions or immediate investigation priorities.

Skills

General
Human
Technology

Incident Management
System Troubleshooting
Business Continuity Awareness
Effective Communication
Problem-solving
Team Collaboration
Banking Systems Knowledge
Monitoring Tools
IT Service Management (ITSM) Tools

Ensure system uptime and minimize service disruptions adhering to stringent regulatory and operational requirements.	65%	7.69%	$450K

Take Action

Out-of-the-Box
ServiceNow ITOM	Prompt: please monitor system components proactively and alert on predicted failures to avoid downtime under compliance rules.
Microsoft Teams Copilot	Prompt: please summarize uptime reports and actionable recommendations for maintenance scheduling.
IBM Watson Assistant	Prompt: please provide guidance on mitigation steps for detected risks threatening service continuity.
Configured Workflow
ServiceNow ITOM	Monitor IT operational health proactively and detect early warning signals to prevent service disruptions.
Microsoft Power Automate	Trigger automated incident creation and notification workflows based on monitoring alerts.
Copilot Researcher Agent	Provide compliance-related insights and summaries relevant to operational risks and uptime management.
Copilot Agent
Conversational Design Step	Collect system health status and recent event updates from users or automated sensors, guiding users to confirm urgent alerts.
Tools/Data Integration Step	Integrate with IT operational monitoring and incident management platforms for data feeds and predictive maintenance triggers.
AI Processing/Output Format Step	Use predictive AI models to forecast potential downtime, recommend mitigation steps, and ensure compliance reporting.

Skills

General
Human
Technology

System Monitoring and Incident Management
Regulatory Compliance Knowledge
Problem Solving and Troubleshooting
Communication Skills
Team Collaboration
Stress Management
IT Infrastructure and Network Systems
Service Desk and Ticketing Systems
Monitoring Tools and Platforms

Manage user inquiries and communicate status updates effectively to maintain stakeholder satisfaction.	70%	7.69%	$484K

Take Action

Out-of-the-Box
ServiceNow Virtual Agent	Prompt: please handle routine user queries automatically and provide real-time ticket status updates.
Microsoft Power Virtual Agents	Prompt: please draft personalized communication templates for updating users on incident progress and resolutions.
Microsoft Outlook Copilot	Prompt: please generate quick responses to user emails regarding IT support inquiries and status.
Configured Workflow
ServiceNow Virtual Agent	Engage users via chat to quickly respond to inquiries and provide real-time ticket status updates.
Microsoft Power Virtual Agents	Automate consistent and personalized communication across multiple channels for user engagement.
Microsoft Power Automate	Coordinate and send automated progress notifications triggered by ticket updates.
Copilot Agent
Conversational Design Step	Engage users in conversational dialogue to collect inquiry details and provide tailored status updates or expected resolution times.
Tools/Data Integration Step	Connect with conversational AI chatbots and ticketing platforms to pull ticket status and user history dynamically.
AI Processing/Output Format Step	Leverage NLP to generate personalized, clear status explanations and automatically push notifications on progress changes.

Skills

General
Human
Technology

Customer Service Orientation
Problem Solving
Incident Management
Effective Communication
Empathy
Time Management
IT Service Management Tools
Email and Communication Platforms
Basic Networking and System Knowledge

Leverage automated ticket routing and self-service IT knowledge bases to improve support efficiency.	90%	7.69%	$623K

Take Action

Out-of-the-Box
ServiceNow	Prompt: please auto-route support tickets to the correct IT teams and suggest relevant self-service articles to users.
Microsoft Teams Copilot	Prompt: please summarize trending user issues and update knowledge base content accordingly.
Microsoft Word Copilot	Prompt: please draft and update clear and concise troubleshooting articles for the IT knowledge base.
Configured Workflow
ServiceNow	Automatically classify and route tickets to appropriate support groups using AI-driven analysis.
ServiceNow Knowledge Management	Provide dynamic and AI-curated knowledge base articles to empower users and agents in self-service resolution.
Microsoft Power Automate	Integrate user feedback collection and trigger knowledge base updates to continuously improve content accuracy.
Copilot Agent
Conversational Design Step	Collect problem description from users and suggest relevant knowledge base articles or auto-route tickets based on error classification.
Tools/Data Integration Step	Connect to ticketing systems and AI-enhanced knowledge base platforms for dynamic content search and routing rules.
AI Processing/Output Format Step	Use AI to classify issues, recommend articles or steps, and forward tickets automatically to the correct support tier or specialist.

Skills

General
Human
Technology

Knowledge Management
Process Optimization
Incident Management
Effective Communication
Problem-Solving
Adaptability
Ticketing Systems Utilization
Knowledge Base Platforms
IT Service Management (ITSM) Tools

Generate reports on ticket resolution times, system uptime, and user satisfaction metrics to inform continuous improvement.	80%	2.31%	$166K

Take Action

Out-of-the-Box
Power BI	Prompt: please compile ticket and system performance data into dashboards showing trends and SLA compliance.
Microsoft Excel Copilot	Prompt: please analyze user satisfaction survey results and correlate with resolution times to identify improvement areas.
Splunk	Prompt: please generate automated operational reports highlighting system uptime and incident resolution efficiencies.
Configured Workflow
Copilot Analyst Agent	Automatically ingest and analyze structured ticket and system performance data to produce actionable insights.
Microsoft Power BI	Generate interactive dashboards and visual reports summarizing key metrics for stakeholder review.
Microsoft Power Automate	Schedule automated report distribution workflows to ensure timely sharing across IT leadership.
Copilot Agent
Conversational Design Step	Prompt users to specify report parameters like timeframe and metrics of interest using guided, easy-to-understand queries.
Tools/Data Integration Step	Integrate with data visualization and analytics platforms pulling relevant ticketing, system, and survey data sources.
AI Processing/Output Format Step	Automatically aggregate data, apply trend analysis, and generate visual, actionable reports for continuous service improvement.

Skills

General
Human
Technology

Data Analysis
Report Writing
Process Improvement Knowledge
Attention to Detail
Communication Skills
Time Management
Data Visualization
Ticketing System Proficiency
Database Querying

Collaborate closely with cybersecurity teams to coordinate incident response and ensure secure IT operations.	40%	2.31%	$83K

Take Action

Out-of-the-Box
Splunk	Prompt: please monitor security logs and alert on potential threats for timely coordination with cybersecurity teams.
Microsoft Teams Copilot	Prompt: please summarize incident updates and prepare coordination messages for cross-team response meetings.
OpenAI GPT-based AI Assistants	Prompt: please draft technical incident summaries and risk analysis reports to support collaborative decisions.
Configured Workflow
Splunk	Aggregate and analyze security event data to provide real-time threat detection alerts for IT response teams.
Microsoft Teams Copilot	Summarize and share security incident updates within collaboration channels to align cross-team actions.
Microsoft Power Automate	Trigger coordinated workflow actions to notify and assign tasks to appropriate cybersecurity personnel.
Copilot Agent
Conversational Design Step	Facilitate transparent communication by collecting security incident details and prompting for coordination status updates in chat form.
Tools/Data Integration Step	Integrate with security operations and incident response platforms to share alerts, logs, and collaboration notes securely.
AI Processing/Output Format Step	Summarize incident data, highlight coordinated actions, and suggest next steps while maintaining secure data handling.

Skills

General
Human
Technology

Incident Response Management
Information Security Principles
Risk Assessment
Effective Communication
Teamwork
Stress Management
Security Information and Event Management (SIEM) Systems
Ticketing and Incident Tracking Systems
Network Security Technologies

Conduct routine maintenance and software updates on user devices to maintain compliance and performance.	75%	2.31%	$156K

Take Action

Out-of-the-Box
Microsoft System Center Configuration Manager (SCCM)	Prompt: please schedule and deploy approved software updates and patches to user devices efficiently.
Microsoft Word Copilot	Prompt: please generate maintenance task checklists and compliance documentation for device update processes.
Microsoft Excel Copilot	Prompt: please track update compliance rates and summarize findings for management reporting.
Configured Workflow
Microsoft System Center Configuration Manager	Automate deployment of patches and updates across user devices according to compliance schedules.
Ivanti Automation	Detect device compliance status and apply configuration fixes or updates automatically as required.
Microsoft Power Automate	Generate maintenance schedules and notify users and support teams of upcoming update activities.
Copilot Agent
Conversational Design Step	Prompt users or schedule routine prompts to confirm update availability, maintenance windows, and device readiness for patching.
Tools/Data Integration Step	Connect to patch management and update deployment systems to automate delivery and track installation status.
AI Processing/Output Format Step	Automate patch compliance verification and generate reports on update success and outstanding remediation tasks.

Skills

General
Human
Technology

System Maintenance
Software Update Management
Compliance Awareness
Problem-Solving
Communication
Time Management
Operating Systems Management
System Security Procedures
Remote Support Tools

Provide guidance and support to junior team members to foster skill development and ensure quality service delivery.	20%	2.31%	$42K

Take Action

Out-of-the-Box
LinkedIn Learning	Prompt: please recommend targeted training modules based on junior team member skill gaps for continuous development.
Microsoft Teams Copilot	Prompt: please prepare mentoring session agendas and summarize best practice knowledge for coaching junior staff.
Microsoft Word Copilot	Prompt: please create easy-to-follow guides and FAQs to support junior team learning and quality service delivery.
Configured Workflow
Copilot Researcher Agent	Quickly curate and summarize relevant training materials and best practice articles for junior staff.
OpenAI GPT-based AI Assistants	Provide conversational coaching support to answer junior member queries based on past knowledge base content.
Microsoft Power Automate	Schedule and track training progress reminders and internal knowledge sharing sessions.
Copilot Agent
Conversational Design Step	Use structured questioning to identify junior member skill gaps and recommend targeted training resources or coaching tips.
Tools/Data Integration Step	Integrate with learning management systems and knowledge bases to streamline access to relevant learning materials.
AI Processing/Output Format Step	Personalize development plans and generate progress summaries to support continuous learning and mentorship tracking.

Skills

General
Human
Technology

Coaching and Mentoring
Knowledge of IT Support Processes
Quality Assurance
Communication
Leadership
Empathy
Incident Management Systems
Remote Support Tools
Knowledge Base and Documentation Systems

Monitor and escalate compliance-related IT issues identified during user support in line with regulatory requirements.	65%	7.69%	$450K

Take Action

Out-of-the-Box
ServiceNow GRC	Prompt: please detect potential compliance breaches in ticket data and initiate automated escalation workflows appropriately.
Microsoft Teams Copilot	Prompt: please draft compliance issue alerts and communications for relevant risk and compliance teams.
Microsoft Outlook Copilot	Prompt: please generate audit-ready reports detailing compliance-related incidents and resolutions.
Configured Workflow
ServiceNow GRC	Analyze incident data to detect potential compliance breaches and flag issues for review.
Microsoft Power Automate	Trigger automated escalation workflows to compliance officers upon detection of high-risk tickets.
Copilot Researcher Agent	Provide regulatory context and recommended next steps for compliance issue resolution.
Copilot Agent
Conversational Design Step	Prompt support staff to flag unusual incidents or data patterns, eliciting details to assess compliance risk levels interactively.
Tools/Data Integration Step	Integrate with governance, risk, and compliance systems to detect and log potentially non-compliant events automatically.
AI Processing/Output Format Step	Apply AI risk scoring models to incidents and trigger automated escalation workflows with compliance audit trails.

Skills

General
Human
Technology

Regulatory Compliance Knowledge
Incident Identification and Reporting
Risk Assessment
Communication Skills
Attention to Detail
Collaboration
IT Service Management (ITSM) Tools
Monitoring and Alerting Systems
Security and Compliance Software

Participate in cross-team meetings to share incident resolution insights and align support practices with wider IT strategy.	15%	7.69%	$104K

Take Action

Out-of-the-Box
Microsoft Teams Copilot	Prompt: please summarize meeting notes and extract key action items and insights from incident resolution discussions.
Microsoft Outlook Copilot	Prompt: please schedule cross-team meetings and send invites with agendas and relevant documents attached.
Microsoft Word Copilot	Prompt: please draft follow-up emails summarizing alignment points and next steps after meetings.
Configured Workflow
Microsoft Teams Copilot	Summarize previous meeting notes and incident insights to prepare participants pre-meeting.
Microsoft Outlook Copilot	Schedule meetings automatically and send reminders with relevant agenda and documents attached.
Copilot Researcher Agent	Generate concise reports on recent incident trends to share during meetings.
Copilot Agent
Conversational Design Step	Prepare meeting agenda prompts and gather participant inputs in advance to streamline focus on key incident insights.
Tools/Data Integration Step	Integrate with collaboration tools like Microsoft Teams and Zoom for meeting scheduling, recording, and transcript capture.
AI Processing/Output Format Step	Automatically generate meeting summaries and action items, highlighting incident resolution trends aligned with IT strategy.

Document and contribute to the IT knowledge base to improve future troubleshooting and training materials.	70%	7.69%	$484K

Take Action

Out-of-the-Box
ServiceNow Knowledge Management	Prompt: please auto-generate and update knowledge base articles based on recent resolved tickets and common issues.
Microsoft Word Copilot	Prompt: please draft clear and concise troubleshooting guides and FAQs for knowledge base publication.
Microsoft Teams Copilot	Prompt: please summarize aggregated ticket solutions and best practices for inclusion in knowledge resources.
Configured Workflow
ServiceNow Knowledge Management	Automatically suggest updates and new articles based on ticket resolutions and support interactions.
OpenAI GPT-based AI Assistants	Generate draft knowledge base articles by summarizing incident details and resolution steps.
Microsoft Power Automate	Automate approval workflows and publishing schedules for knowledge base content.
Copilot Agent
Conversational Design Step	Prompt users to summarize incident resolutions or best practices, guiding structured input for knowledge base articles.
Tools/Data Integration Step	Connect to knowledge management platforms to publish, update, and categorize IT support documentation efficiently.
AI Processing/Output Format Step	Use AI to generate concise articles, tag content for searchability, and update existing documents based on latest incident data.

Skills

General
Human
Technology

Technical Writing
Problem-Solving
Knowledge Management
Written Communication
Attention to Detail
Collaboration
IT Service Management (ITSM) Systems
Content Management Systems (CMS)
Basic Troubleshooting Tools and Techniques

Conduct initial risk assessments on IT incidents to determine urgency and potential impact on banking operations.	60%	7.69%	$415K

Take Action

Out-of-the-Box
Splunk	Prompt: please analyze incident data and historical trends to assign risk scores and prioritize investigation urgency.
Microsoft Teams Copilot	Prompt: please summarize risk assessment reports and recommend next steps based on incident analysis.
OpenAI GPT-based AI Assistants	Prompt: please draft preliminary incident impact statements and risk summaries for review by compliance teams.
Configured Workflow
Splunk	Aggregate incident metrics and historical data to generate initial risk scoring and pattern recognition.
Microsoft Power Automate	Trigger notification and prioritization workflows based on risk levels assigned by analytics engine.
Copilot Analyst Agent	Provide plain-language insight summaries and recommendations for risk handling by support staff.
Copilot Agent
Conversational Design Step	Interactively collect incident details and contextual factors with guided questions to assess risk significance quickly.
Tools/Data Integration Step	Integrate with incident management and security analytics platforms to access historical incident data and contextual indicators.
AI Processing/Output Format Step	Apply AI models to assign risk scores and recommend prioritization actions for incident handling aligned with compliance policies.

Skills

General
Human
Technology

Risk Assessment
Incident Prioritization
Knowledge of Banking Operations
Effective Communication
Attention to Detail
Problem-Solving
IT Incident Management Systems
Basic Networking and System Knowledge
IT Security Principles

Skills

General

Hardware Diagnostics
Problem-Solving
Technical Documentation Interpretation
Windows Operating System Troubleshooting
Software Configuration Management
Access Control and Permissions Management
Banking Security Policies Compliance
Information Security Fundamentals
Hardware Installation
System Configuration
Troubleshooting
Incident Management
Risk Awareness
Technical Writing
Incident Documentation
Technical Troubleshooting
System Troubleshooting
Business Continuity Awareness
System Monitoring and Incident Management
Regulatory Compliance Knowledge
Problem Solving and Troubleshooting
Problem Solving
Knowledge Management
Process Optimization
Data Analysis
Report Writing
Process Improvement Knowledge
Incident Response Management
Information Security Principles
Risk Assessment
System Maintenance
Software Update Management
Compliance Awareness
Coaching and Mentoring
Knowledge of IT Support Processes
Quality Assurance
Incident Identification and Reporting
Incident Prioritization
Knowledge of Banking Operations

Human

Communication Skills
Empathy
Active Listening
Patience and Empathy
Collaboration
Attention to Detail
Customer Service
Time Management
Effective Communication
Customer Service Orientation
Responsibility and Accountability
Stress Management
Communication
Problem-solving
Team Collaboration
Adaptability
Teamwork
Leadership
Written Communication

Technology

PC and Peripheral Hardware Knowledge
Operating System Troubleshooting
Remote Support Tools
Windows OS Environment
Software Diagnostic Tools
Active Directory Management
Operating Systems Knowledge
Operating Systems
Peripheral Device Integration
Network Fundamentals
Ticketing System Navigation
ServiceNow Platform Knowledge
ITIL Framework Understanding
IT Service Management (ITSM) Tools
Escalation Frameworks
Incident Management Systems
Audit Compliance Awareness
Ticketing Systems
Enterprise Software Suites
Banking Systems Knowledge
Monitoring Tools
IT Infrastructure and Network Systems
Service Desk and Ticketing Systems
Monitoring Tools and Platforms
IT Service Management Tools
Email and Communication Platforms
Basic Networking and System Knowledge
Ticketing Systems Utilization
Knowledge Base Platforms
Data Visualization
Ticketing System Proficiency
Database Querying
Security Information and Event Management (SIEM) Systems
Ticketing and Incident Tracking Systems
Network Security Technologies
Operating Systems Management
System Security Procedures
Knowledge Base and Documentation Systems
Monitoring and Alerting Systems
Security and Compliance Software
IT Service Management (ITSM) Systems
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Talent Acquisition Specialist

Grade:: L4
Headcount:: 100
Band:: $85,000

Work Intelligence™

Your organization is now equipped with Work Intelligence™— a live layer of data that quantifies opportunity across roles, tasks, and teams

Metric	What It Tells You
AI Potential Index (AIPI)	43.81% of total work is ready for automation
Annual Salary Exposure	$8,500,000 across analyzed roles
Total Potential Savings	$3,724,148 unlocked by automating tasks
Operational Efficiency Index (OEI)	49.75% potential impact on overall operational efficiency
Velocity of Output (VOI)	23.40% increase in delivery speed
Capacity Increase from Task Consolidation (CITC)	8.95% efficiency gains from reducing task overlap and streamlining duplicated tasks
Time to Benefit Realization (TBR)	6.0 months until Benefits visible after initial deployment

Tasks

Manage requisitions across multiple banking business units, ensuring all hiring needs are addressed timely and accurately.	45%	14.29%	$547K

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please provide an updated status summary of all open requisitions across banking units and highlight any that require immediate attention.
Joule AI Assistant	Prompt: please automate requisition tracking workflows and send reminders for requisition approvals and updates.
Oracle Fusion HCM Digital Assistant	Prompt: please show me the current requisition inventory and any pending tasks related to requisition management.
Configured Workflow
Workday AI Recruiter Agent	Automatically ingest requisition data across banking units and provide prioritized hiring needs based on demand and status.
IBM watsonx Orchestrate for HR	Automate the workflow of requisition approvals, updates, and notifications to relevant stakeholders.
Copilot Analyst Agent	Generate real-time reports and insights on requisition status and hiring progress across business units.
Copilot Agent
Conversational Design Step	Guide users through inputting requisition details, prioritization criteria, and approval status via a clear and structured dialogue.
Tools/Data Integration Step	Integrate with the ATS and HRIS systems such as Workday to access real-time requisition data and status updates.
AI Processing/Output Format Step	Use automated workflow logic to track, prioritize, and update requisition statuses dynamically, generating alerts for overdue or high-priority requisitions.

Skills

General
Human
Technology

Requisition Management
Industry Knowledge - Banking and Finance
Project Coordination
Communication Skills
Time Management
Stakeholder Management
Applicant Tracking Systems (ATS)
HR Information Systems (HRIS)
Data Management and Reporting

Utilize Applicant Tracking Systems (ATS), LinkedIn Recruiter, and job boards to source suitable candidates across retail, operations, and corporate banking roles.	60%	1.43%	$73K

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please generate candidate recommendations from internal ATS and external platforms for banking roles based on defined criteria.
Google Gemini HR and Recruiting Agent	Prompt: please draft personalized candidate outreach messages and suggest candidates matching retail and corporate banking roles.
Joule AI Assistant	Prompt: please analyze sourcing channels and suggest optimized job board postings to increase qualified candidate flow.
Configured Workflow
Workday AI Recruiter Agent	Automatically source candidates by scanning ATS and external databases and provide candidate recommendations.
Google Gemini HR and Recruiting Agent	Draft personalized candidate outreach messages and manage candidate pipelines across platforms.
Copilot Analyst Agent	Analyze sourcing data to identify candidate pool quality and optimize sourcing strategies.
Copilot Agent
Conversational Design Step	Use conversational prompts to capture role requirements and sourcing preferences, guiding users to specify candidate profiles and sourcing channels.
Tools/Data Integration Step	Connect to ATS platforms and external sourcing tools such as LinkedIn Recruiter and AI candidate matching platforms for unified candidate search.
AI Processing/Output Format Step	Apply AI-powered candidate matching algorithms to rank and shortlist the best-fit candidates automatically based on the input criteria.

Skills

General
Human
Technology

Talent Sourcing
Candidate Screening
Banking Industry Knowledge
Communication Skills
Attention to Detail
Time Management
Applicant Tracking System (ATS) Operation
Professional Networking Platforms
Online Job Board Utilization

Review and screen candidate resumes to shortlist qualified applicants and conduct initial phone or video interviews.	75%	1.43%	$91K

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please rank submitted resumes based on role-specific qualification criteria and suggest top candidates for initial screening.
Google Gemini HR and Recruiting Agent	Prompt: please prepare tailored interview questions for shortlisted candidates and record initial interview summaries.
Joule AI Assistant	Prompt: please automate initial chatbot-driven screening to evaluate basic qualifications and candidate fit.
Configured Workflow
Workday AI Recruiter Agent	Automate resume parsing, candidate ranking, and preliminary screening responses.
Google Gemini HR and Recruiting Agent	Prepare tailored interview questions and schedule initial interviews with candidates.
IBM watsonx Orchestrate for HR	Manage interview logistics, documentation, and feedback collection for streamlined processing.
Copilot Agent
Conversational Design Step	Implement a dialogue that collects candidate resume data and interview availability while clarifying screening criteria and interview scope.
Tools/Data Integration Step	Integrate with resume parsing and video interview platforms capable of automated assessment like HireVue or Pymetrics.
AI Processing/Output Format Step	Leverage AI to parse resumes, score candidates on key qualifications, and conduct chatbot-driven preliminary interviews to filter candidates efficiently.

Skills

General
Human
Technology

Resume Screening
Candidate Evaluation
Interviewing Techniques
Attention to Detail
Communication Skills
Active Listening
Applicant Tracking System (ATS) Usage
Video Conferencing Tools
HR Information Systems (HRIS)

Schedule interviews coordinating between candidates and hiring managers, ensuring efficient recruitment timeline.	80%	0.00%	$0

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please coordinate the interview schedule by checking availability of candidates and hiring managers and propose optimal time slots.
Microsoft Outlook Copilot	Prompt: please draft calendar invites and follow-up reminders for upcoming interviews with all participants.
Google Gemini HR and Recruiting Agent	Prompt: please update and track interview pipeline status, highlighting scheduled and pending interviews.
Configured Workflow
Workday AI Recruiter Agent	Identify and recommend optimal interview slots based on calendar and availability data.
Google Gemini HR and Recruiting Agent	Send personalized interview invitations and reminders to candidates and hiring managers.
IBM watsonx Orchestrate for HR	Automate rescheduling and update calendars dynamically to reduce coordination delays.
Copilot Agent
Conversational Design Step	Interactively collect participant availability and interview preferences while clarifying scheduling constraints through natural language dialogue.
Tools/Data Integration Step	Connect with calendar and scheduling tools such as Calendly, Outlook, or GoodTime to access participant schedules and booking APIs.
AI Processing/Output Format Step	Automatically find optimal interview times, send calendar invites, and handle rescheduling requests with confirmation notifications.

Skills

General
Human
Technology

Calendar Management
Time Management
Recruitment Process Knowledge
Communication Skills
Interpersonal Skills
Attention to Detail
Scheduling Software Proficiency
Applicant Tracking System (ATS) Usage
Email and Communication Tools

Manage the offer process including drafting offer letters, negotiating terms, and maintaining clear communication with candidates.	55%	4.29%	$201K

Take Action

Out-of-the-Box
Oracle Fusion HCM Digital Assistant	Prompt: please generate customized offer letters based on approved salary and benefits templates for selected candidates.
Google Gemini HR and Recruiting Agent	Prompt: please draft negotiation messages responding to candidate queries and update offer status accordingly.
Joule AI Assistant	Prompt: please automate follow-up communication workflows to keep candidates informed about offer progress.
Configured Workflow
Google Gemini HR and Recruiting Agent	Draft personalized offer letters and communication to candidates based on predefined templates.
Oracle Fusion HCM Digital Assistant	Support negotiation workflows by answering candidate queries and tracking offer status.
IBM watsonx Orchestrate for HR	Automate offer approvals, documentation routing, and compliance checks for offer finalization.
Copilot Agent
Conversational Design Step	Guide recruiters through entering offer details, candidate questions, and negotiation points in a stepwise, clarifying dialog.
Tools/Data Integration Step	Integrate with document generation tools and e-signature platforms like DocuSign alongside CRM systems to manage offer workflows.
AI Processing/Output Format Step	Generate tailored offer letters, provide AI-driven negotiation suggestions, and automate communication follow-ups with candidates.

Skills

General
Human
Technology

Offer Letter Drafting
Negotiation Skills
Candidate Communication
Employment Law Knowledge
Attention to Detail
Applicant Tracking System (ATS) Proficiency
Document Management Tools

Ensure compliance with all relevant hiring regulations and internal policies during the recruitment process.	40%	14.29%	$486K

Take Action

Out-of-the-Box
Oracle Fusion HCM Digital Assistant	Prompt: please flag any requisitions or candidate data entries that may violate internal hiring policies or banking regulations.
Workday AI Recruiter Agent	Prompt: please review recruitment steps for compliance gaps and recommend necessary corrective actions.
ServiceNow HR AI Agent	Prompt: please provide instant answers regarding compliance requirements for candidate screening and onboarding.
Configured Workflow
Oracle Fusion HCM Digital Assistant	Provide instant compliance guidance and flag potential policy deviations during recruitment actions.
IBM watsonx Orchestrate for HR	Automate compliance workflows and audit trail documentation across hiring stages.
Copilot Analyst Agent	Analyze recruitment data for risk indicators and generate compliance reports.
Copilot Agent
Conversational Design Step	Prompt users to specify regulatory checkpoints and compliance concerns during various recruitment stages via guided queries.
Tools/Data Integration Step	Connect to compliance monitoring systems and background check APIs to automatically evaluate legal and policy adherence.
AI Processing/Output Format Step	Use AI to flag potential compliance breaches, generate audit trails, and provide proactive risk alerts to recruiters.

Skills

General
Human
Technology

Employment Law Knowledge
Policy Adherence
Risk Management
Attention to Detail
Ethical Judgment
Communication Skills
HR Information Systems (HRIS)
Compliance Management Software
Document Management Systems

Track and report on recruitment metrics such as time to fill, cost per hire, offer acceptance rate, and candidate experience scores to stakeholders.	70%	4.29%	$255K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: please generate an updated report showing recruitment metrics including time to fill and cost per hire with visual analytics.
Microsoft Excel Copilot	Prompt: please update the recruitment dashboard with latest candidate experience scores and acceptance rates using provided data.
Power BI Copilot	Prompt: please create interactive visualizations for recruitment KPIs to share with stakeholders.
Configured Workflow
Copilot Analyst Agent	Automatically ingest recruitment data and generate visual dashboards of key hiring metrics.
ServiceNow HR AI Agent	Provide real-time updates and answers to HR queries on recruitment metrics from stakeholders.
Oracle Fusion HCM Digital Assistant	Deliver personalized insights and recommendations based on recruitment performance analytics.
Copilot Agent
Conversational Design Step	Initiate dialog to specify desired recruitment metrics, reporting intervals, and stakeholder distribution preferences.
Tools/Data Integration Step	Integrate with recruitment data repositories and business intelligence platforms like Power BI or Tableau for metrics extraction.
AI Processing/Output Format Step	Aggregate recruitment data, apply AI analytics for trends and forecasts, and generate visual dashboards and automated report summaries.

Skills

General
Human
Technology

Data Analysis
Recruitment Metrics Knowledge
Reporting and Documentation
Communication Skills
Attention to Detail
Stakeholder Management
HR Information Systems (HRIS)
Data Visualization Tools
Spreadsheet Software

Partner with hiring managers to understand and refine role requirements and candidate profiles for banking positions.	25%	14.29%	$304K

Take Action

Out-of-the-Box
Microsoft Teams Copilot	Prompt: please summarize hiring manager meeting notes and extract key role requirements for banking positions.
Microsoft Word Copilot	Prompt: please draft optimized job descriptions reflecting hiring manager inputs and market benchmarks.
Microsoft Loop Copilot	Prompt: please create collaborative role requirement documents for ongoing review with hiring managers.
Configured Workflow
Copilot Researcher Agent	Conduct research and compile best practices and market benchmarks on role requirements.
Oracle Fusion HCM Digital Assistant	Facilitate interactive conversations with hiring managers to capture and refine job profiles.
Copilot Analyst Agent	Analyze historical recruitment data to recommend optimal candidate profiles aligned with role needs.
Copilot Agent
Conversational Design Step	Use conversational prompts to capture detailed role requirements, skills, and team culture preferences from hiring managers.
Tools/Data Integration Step	Access role templates, previous job descriptions, and market benchmark data via ATS and job description optimization tools.
AI Processing/Output Format Step	Generate optimized job descriptions and candidate profiles aligned with market trends and hiring needs for stakeholder approval.

Skills

General
Human
Technology

Job Analysis
Talent Profiling
Industry Knowledge - Banking
Effective Communication
Active Listening
Collaboration
Applicant Tracking System (ATS) Usage
HR Information Systems (HRIS)
Collaboration Tools

Develop and maintain positive candidate relationships to enhance the employer brand and candidate experience.	35%	4.29%	$128K

Take Action

Out-of-the-Box
Google Gemini HR and Recruiting Agent	Prompt: please send personalized candidate engagement messages and schedule follow-ups to improve communication.
Oracle Fusion HCM Digital Assistant	Prompt: please provide quick responses to candidate queries to maintain high engagement levels.
Joule AI Assistant	Prompt: please analyze candidate feedback and suggest improvements to the engagement process.
Configured Workflow
Agentforce for HR Service	Provide personalized candidate communication through AI chatbots to engage and respond promptly.
Google Gemini HR and Recruiting Agent	Draft tailored follow-up messages and engagement content to sustain candidate interest.
ServiceNow HR AI Agent	Automate routine candidate queries and ensure timely responses to improve experience.
Copilot Agent
Conversational Design Step	Facilitate continuous conversational engagement with candidates through AI chatbots that personalize communication frequency and style.
Tools/Data Integration Step	Integrate with CRM and engagement platforms like Beamery or Phenom People for candidate communication tracking and personalization.
AI Processing/Output Format Step	Use AI to deliver personalized messages, track candidate sentiment, and automate timely follow-ups to strengthen employer branding.

Skills

General
Human
Technology

Relationship Management
Employer Branding
Candidate Experience Design
Communication Skills
Empathy
Active Listening
Applicant Tracking Systems (ATS)
Customer Relationship Management (CRM) Tools
Communication Platforms

Conduct structured interviews and behavioral assessments to evaluate candidate competencies and cultural fit for the bank.	50%	14.29%	$607K

Take Action

Out-of-the-Box
Google Gemini HR and Recruiting Agent	Prompt: please prepare interview question sets tailored to behavioral competencies and cultural fit evaluation.
Workday AI Recruiter Agent	Prompt: please analyze interview recordings and summarize candidate behavior indicators for recruiter review.
Joule AI Assistant	Prompt: please consolidate structured interview scores and provide candidate ranking recommendations.
Configured Workflow
Workday AI Recruiter Agent	Provide standardized interview questions based on role and behavioral competencies to support interviewers.
Google Gemini HR and Recruiting Agent	Assist in preparing behavioral and cultural fit interview guides customized to banking roles.
IBM watsonx Orchestrate for HR	Automate collection and processing of interview feedback and assessment scoring.
Copilot Agent
Conversational Design Step	Guide interviewers through structured question sets and assessment criteria using interactive prompts based on role-specific competencies.
Tools/Data Integration Step	Leverage integration with AI-powered video interview platforms such as HireVue and Pymetrics for behavioral analysis and scoring.
AI Processing/Output Format Step	Analyze video and text responses with AI to provide standardized competency scores and cultural fit recommendations.

Skills

General
Human
Technology

Interviewing Techniques
Behavioral Assessment Skills
Competency-Based Evaluation
Effective Communication
Active Listening
Emotional Intelligence
Applicant Tracking System (ATS) Proficiency
Video Interviewing Platforms

Coordinate with HR Business Partners and Legal teams to ensure recruitment policies adhere to banking industry standards and labor laws.	30%	4.29%	$109K

Take Action

Out-of-the-Box
Oracle Fusion HCM Digital Assistant	Prompt: please provide current recruitment policy documentation and flag any potential compliance risks for review.
ServiceNow HR AI Agent	Prompt: please assist in automating compliance audit checklists and documentation workflows with HR BPs and Legal.
Joule AI Assistant	Prompt: please provide guidance on applying updated labor laws in recruitment procedures.
Configured Workflow
Oracle Fusion HCM Digital Assistant	Provide real-time answers and guidance on recruitment policy compliance and legal queries.
Copilot Researcher Agent	Summarize relevant labor laws and banking regulations for HR business partners and legal review.
IBM watsonx Orchestrate for HR	Automate policy update workflows and contract reviews to ensure continuous compliance.
Copilot Agent
Conversational Design Step	Collect inputs on policy changes, legal review points, and compliance issues via a structured conversational interface for necessary approvals.
Tools/Data Integration Step	Connect with policy management and contract review systems such as ContractPodAi and Compliance.ai for regulatory standards checks.
AI Processing/Output Format Step	Automatically flag policy deviations, suggest amendments, and generate compliance reports facilitating timely legal approvals.

Skills

General
Human
Technology

Labor Law Knowledge
Banking Industry Compliance
Policy Development and Implementation
Collaboration
Communication Skills
Attention to Detail
Document Management Systems
HR Information Systems (HRIS)

Maintain and update the applicant tracking system to ensure data accuracy and recruitment process transparency.	65%	1.43%	$79K

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please automate tracking candidate status updates and validate data accuracy within the ATS platform.
Oracle Fusion HCM Digital Assistant	Prompt: please generate reports on ATS data completeness and flag missing or inconsistent candidate information.
Joule AI Assistant	Prompt: please streamline integration of ATS data with other HR systems for cohesive recruitment tracking.
Configured Workflow
Workday AI Recruiter Agent	Automate data entry and synchronization of candidate status updates within ATS platforms.
IBM watsonx Orchestrate for HR	Manage workflows for validation and approval of recruitment data to ensure accuracy.
Copilot Analyst Agent	Provide automated monitoring and reporting of ATS data completeness and integrity.
Copilot Agent
Conversational Design Step	Prompt recruiters to review and confirm candidate status updates and data corrections within an intuitive conversational workflow.
Tools/Data Integration Step	Integrate bi-directionally with ATS platforms like Workday or Greenhouse to automate data entry, validation, and synchronization.
AI Processing/Output Format Step	Use AI to detect inconsistencies or missing data and automatically update candidate records while generating data accuracy reports.

Skills

General
Human
Technology

Data Management
Attention to Detail
Process Compliance
Communication Skills
Data Privacy Awareness
Applicant Tracking System (ATS) Proficiency
Database Management
Reporting and Analytics Tools

Train and mentor junior recruiters on best practices, sourcing techniques, and compliance in talent acquisition.	20%	4.29%	$73K

Take Action

Out-of-the-Box
Joule AI Assistant	Prompt: please recommend personalized training modules and compliance content based on junior recruiter performance gaps.
Microsoft Teams Copilot	Prompt: please summarize coaching session notes and create follow-up learning action plans for mentees.
Microsoft Word Copilot	Prompt: please draft internal best practice guides and sourcing technique tutorials for junior recruiters.
Configured Workflow
Joule AI Assistant	Deliver personalized learning content and recommendations for recruiter skill development.
Agentforce for HR Service	Provide on-demand coaching through conversational AI answering training queries and guiding best practices.
Copilot Researcher Agent	Aggregate up-to-date recruitment resources and compliance materials to support continuous learning.
Copilot Agent
Conversational Design Step	Deliver personalized learning interactions and knowledge checks to engage junior recruiters in skill-building conversations.
Tools/Data Integration Step	Integrate with AI-driven learning platforms and LMS systems such as Cornerstone OnDemand and Degreed for content delivery and tracking.
AI Processing/Output Format Step	Generate individualized training pathways, provide virtual coaching, and monitor progress with automated feedback and recommendations.

Skills

General
Human
Technology

Talent Acquisition Expertise
Training and Development
Compliance Knowledge
Effective Communication
Coaching and Mentoring
Empathy
Applicant Tracking System (ATS) Proficiency
Sourcing Tools and Platforms
Learning Management Systems (LMS)

Analyze recruitment data trends to identify bottlenecks and opportunities for process improvements in hiring.	75%	4.29%	$273K

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: please analyze recruitment cycle data to identify delays and suggest process improvements with visual summaries.
Power BI Copilot	Prompt: please generate dashboards displaying bottlenecks and recruitment funnel trends for decision makers.
Joule AI Assistant	Prompt: please provide prescriptive insights and action recommendations based on recruitment performance data.
Configured Workflow
Copilot Analyst Agent	Automatically ingest recruitment data and generate insights identifying bottlenecks and delays.
Workday AI Recruiter Agent	Recommend process improvements based on trend analytics to optimize recruitment outcomes.
Agentforce for HR Service	Provide predictive analytics on candidate flow and engagement to anticipate hiring challenges.
Copilot Agent
Conversational Design Step	Guide users to define which recruitment data points and KPIs to explore via a query-driven interactive conversation.
Tools/Data Integration Step	Access recruitment data repositories and BI tools such as Visier and Tableau for comprehensive data integration and visualization.
AI Processing/Output Format Step	Apply advanced AI analytics to detect inefficiencies, generate root cause analysis, and recommend actionable process optimizations.

Skills

General
Human
Technology

Data Analysis
Talent Acquisition Process Knowledge
Critical Thinking
Communication Skills
Problem-Solving
Attention to Detail
Data Visualization
Human Resource Information Systems (HRIS)
Spreadsheet Software

Implement new recruiting technologies including AI tools for resume screening and chatbot engagement to improve efficiency.	85%	1.43%	$103K

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please onboard and configure AI capabilities for automated resume screening within recruitment workflows.
Joule AI Assistant	Prompt: please integrate AI chatbot engagement for candidate communication and automate candidate query handling.
Google Gemini HR and Recruiting Agent	Prompt: please assist in deploying AI-driven candidate outreach and pipeline management functions.
Configured Workflow
Workday AI Recruiter Agent	Automate screening and ranking of candidates with integrated AI-driven filters.
Agentforce for HR Service	Deploy chatbots to enhance candidate engagement and automate initial communications.
IBM watsonx Orchestrate for HR	Streamline integration and workflow automation between new AI recruiting tools and existing HR platforms.
Copilot Agent
Conversational Design Step	Collect user requirements and readiness through targeted dialogs to assess integration scope and expected benefits.
Tools/Data Integration Step	Connect with AI recruitment platforms such as HireVue, Phenom, and Paradox for seamless integration into existing workflows.
AI Processing/Output Format Step	Deploy AI screening and chatbot engagement modules, monitor performance, and provide continuous improvement insights for adoption.

Skills

General
Human
Technology

Recruitment Process Knowledge
Change Management
Data-Driven Decision Making
Communication Skills
Collaboration
Technical Literacy
AI and Machine Learning Fundamentals
ATS (Applicant Tracking System) Integration
Chatbot Platform Familiarity

Engage in workforce planning discussions to align recruitment priorities with future banking business growth and strategy.	30%	1.43%	$36K

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please generate predictive hiring forecasts aligned to business growth scenarios and workforce plans.
Copilot Analyst Agent	Prompt: please summarize historical hiring data and highlight trends relevant to workforce planning discussions.
Joule AI Assistant	Prompt: please provide recommendations on recruitment priorities based on strategic workforce analysis.
Configured Workflow
Copilot Researcher Agent	Research market trends and banking industry forecasts to inform workforce planning discussions.
Workday AI Recruiter Agent	Provide predictive analytics on talent supply and demand aligned to business growth forecasts.
Copilot Analyst Agent	Generate strategic reports detailing recruitment needs and workforce gaps for planning sessions.
Copilot Agent
Conversational Design Step	Use guided conversations to capture strategic hiring goals, forecast assumptions, and role prioritization from HR and business leaders.
Tools/Data Integration Step	Integrate with workforce planning and predictive analytics tools such as Anaplan, Workday, and Visier for data-driven scenario modeling.
AI Processing/Output Format Step	Apply AI to synthesize input, model workforce scenarios, and generate hiring forecasts aligned to business growth strategies.

Skills

General
Human
Technology

Workforce Planning
Business Acumen
Talent Strategy Development
Communication Skills
Collaboration
Strategic Thinking
HR Information Systems (HRIS) Proficiency
Workforce Analytics Tools
Collaboration Platforms

Manage third-party recruitment agencies and vendors to support specialized or high-volume hiring needs.	40%	1.43%	$49K

Take Action

Out-of-the-Box
Oracle Fusion HCM Digital Assistant	Prompt: please track agency performance metrics and automate vendor communications for requisition fulfilment updates.
Workday AI Recruiter Agent	Prompt: please analyze cost and quality data of recruitment vendors and suggest optimization opportunities.
ServiceNow HR AI Agent	Prompt: please assist in managing third-party vendor cases and escalations efficiently.
Configured Workflow
Agentforce for HR Service	Track agency case management and performance metrics with AI-powered vendor management support.
IBM watsonx Orchestrate for HR	Automate contractual workflows and communication with recruitment vendors.
Copilot Analyst Agent	Analyze vendor performance and cost-effectiveness for informed decision-making.
Copilot Agent
Conversational Design Step	Create dialogue flows to collect vendor performance data, cost information, and hiring volume needs from recruiters.
Tools/Data Integration Step	Connect to vendor management platforms supporting AI-based performance tracking and cost optimization capabilities.
AI Processing/Output Format Step	Analyze vendor performance metrics, flag risks or inefficiencies, and recommend optimal vendor utilization strategies.

Skills

General
Human
Technology

Vendor Management
Negotiation Skills
Talent Acquisition Strategy
Communication Skills
Relationship Building
Problem Solving
Applicant Tracking System (ATS) Management
Vendor Management Systems (VMS)
Data Analysis and Reporting Tools

Facilitate cross-functional collaboration with Learning & Development and HR Operations to ensure smooth onboarding and integration of new hires.	50%	4.29%	$182K

Take Action

Out-of-the-Box
Joule AI Assistant	Prompt: please coordinate onboarding workflows by integrating recruitment outputs with L&D and HR Operations tasks.
IBM watsonx Orchestrate for HR	Prompt: please automate onboarding document management and track completion status across involved functions.
Oracle Fusion HCM Digital Assistant	Prompt: please provide real-time status updates and communicate onboarding progress to new hires and internal partners.
Configured Workflow
Joule AI Assistant	Automate onboarding workflows and provide personalized integration plans for new hires.
IBM watsonx Orchestrate for HR	Coordinate communications and task assignments between HR Operations and L&D teams.
ServiceNow HR AI Agent	Answer employee queries related to onboarding status and provide real-time updates.
Copilot Agent
Conversational Design Step	Collect onboarding plans, role-specific integration needs, and stakeholder inputs through an interactive conversational interface.
Tools/Data Integration Step	Integrate with onboarding platforms and HRIS systems such as SAP SuccessFactors and BambooHR to coordinate workflows.
AI Processing/Output Format Step	Automate onboarding task assignments, track completion status, and tailor integration plans using AI-driven personalization.

Skills

General
Human
Technology

Stakeholder Management
Onboarding Process Design
Project Coordination
Communication
Collaboration
Empathy
HRIS Utilization
Collaboration Tools Proficiency
Workflow Management Software

Maintain confidential candidate and recruitment data, ensuring adherence to data privacy and security standards.	35%	4.29%	$128K

Take Action

Out-of-the-Box
ServiceNow HR AI Agent	Prompt: please monitor candidate data access and flag any anomalies that may indicate a privacy breach.
Oracle Fusion HCM Digital Assistant	Prompt: please automate candidate data auditing and ensure compliance with GDPR and banking data regulations.
Joule AI Assistant	Prompt: please provide ongoing compliance guidance and reminders around confidential data handling protocols.
Configured Workflow
Oracle Fusion HCM Digital Assistant	Monitor data access and provide compliance alerts related to candidate privacy policies.
Copilot Analyst Agent	Analyze recruitment data handling patterns for potential security risks and generate audit reports.
IBM watsonx Orchestrate for HR	Automate enforcement of data governance policies across recruitment workflows.
Copilot Agent
Conversational Design Step	Guide users to report data access requests and any privacy concerns while confirming adherence to security protocols.
Tools/Data Integration Step	Integrate with data governance and privacy platforms like OneTrust or TrustArc to monitor and enforce compliance controls.
AI Processing/Output Format Step	Continuously audit data handling, flag potential privacy breaches, and generate compliance status reports.

Skills

General
Human
Technology

Data Privacy Compliance
Confidentiality Management
Attention to Detail
Ethical Judgment
Trustworthiness
Data Security Awareness
HR Information Systems (HRIS) Proficiency
Data Management Software Skills

Participate in recruitment strategy sessions to align hiring approaches with Retail Bank’s diversity and inclusion goals.	30%	0.00%	$0

Take Action

Out-of-the-Box
Microsoft Word Copilot	Prompt: please draft recruitment strategy presentation slides emphasizing diversity and inclusion metrics and initiatives.
Copilot Analyst Agent	Prompt: please analyze recruitment data to identify diversity gaps and track progress against D&I goals.
Joule AI Assistant	Prompt: please recommend bias detection and mitigation strategies for recruitment processes.
Configured Workflow
Copilot Researcher Agent	Summarize industry best practices and D&I analytics for informed strategy discussions.
Oracle Fusion HCM Digital Assistant	Provide insights and recommendations on reducing bias and improving diversity in hiring pipelines.
Copilot Analyst Agent	Generate reports measuring diversity metrics and progress against inclusion goals.
Copilot Agent
Conversational Design Step	Facilitate collaborative dialogs that collect diversity goals, recruitment challenges, and inclusive hiring priorities from stakeholders.
Tools/Data Integration Step	Leverage D&I analytics and bias detection AI tools such as Textio and Blendoor to assess and improve recruitment content and processes.
AI Processing/Output Format Step	Analyze hiring data for bias trends, recommend inclusive language and tactics, and produce progress reports supporting D&I targets.

Skills

General
Human
Technology

Diversity and Inclusion Knowledge
Strategic Recruitment Planning
Labour Market Awareness
Communication Skills
Collaboration and Teamwork
Cultural Sensitivity
HR Information Systems (HRIS)
Data Analytics Tools
Collaboration Platforms

Skills

General

Requisition Management
Industry Knowledge - Banking and Finance
Project Coordination
Talent Sourcing
Candidate Screening
Banking Industry Knowledge
Resume Screening
Candidate Evaluation
Interviewing Techniques
Calendar Management
Recruitment Process Knowledge
Offer Letter Drafting
Employment Law Knowledge
Policy Adherence
Risk Management
Data Analysis
Recruitment Metrics Knowledge
Reporting and Documentation
Job Analysis
Talent Profiling
Industry Knowledge - Banking
Relationship Management
Employer Branding
Candidate Experience Design
Behavioral Assessment Skills
Competency-Based Evaluation
Labor Law Knowledge
Banking Industry Compliance
Policy Development and Implementation
Data Management
Process Compliance
Talent Acquisition Expertise
Training and Development
Compliance Knowledge
Talent Acquisition Process Knowledge
Critical Thinking
Change Management
Data-Driven Decision Making
Workforce Planning
Business Acumen
Talent Strategy Development
Vendor Management
Talent Acquisition Strategy
Onboarding Process Design
Data Privacy Compliance
Confidentiality Management
Diversity and Inclusion Knowledge
Strategic Recruitment Planning
Labour Market Awareness

Human

Communication Skills
Time Management
Stakeholder Management
Attention to Detail
Active Listening
Interpersonal Skills
Negotiation Skills
Candidate Communication
Ethical Judgment
Effective Communication
Collaboration
Empathy
Emotional Intelligence
Data Privacy Awareness
Coaching and Mentoring
Problem-Solving
Technical Literacy
Strategic Thinking
Relationship Building
Problem Solving
Communication
Trustworthiness
Collaboration and Teamwork
Cultural Sensitivity

Technology

Applicant Tracking Systems (ATS)
HR Information Systems (HRIS)
Data Management and Reporting
Applicant Tracking System (ATS) Operation
Professional Networking Platforms
Online Job Board Utilization
Applicant Tracking System (ATS) Usage
Video Conferencing Tools
Scheduling Software Proficiency
Email and Communication Tools
Applicant Tracking System (ATS) Proficiency
Document Management Tools
Compliance Management Software
Document Management Systems
Data Visualization Tools
Spreadsheet Software
Collaboration Tools
Customer Relationship Management (CRM) Tools
Communication Platforms
Video Interviewing Platforms
Database Management
Reporting and Analytics Tools
Sourcing Tools and Platforms
Learning Management Systems (LMS)
Data Visualization
Human Resource Information Systems (HRIS)
AI and Machine Learning Fundamentals
ATS (Applicant Tracking System) Integration
Chatbot Platform Familiarity
HR Information Systems (HRIS) Proficiency
Workforce Analytics Tools
Collaboration Platforms
Applicant Tracking System (ATS) Management
Vendor Management Systems (VMS)
Data Analysis and Reporting Tools
HRIS Utilization
Collaboration Tools Proficiency
Workflow Management Software
Data Security Awareness
Data Management Software Skills
Data Analytics Tools

Retail Branch Bank Manager

Grade:: L6
Headcount:: 500
Band:: $105,000

Work Intelligence™

Your organization is now equipped with Work Intelligence™— a live layer of data that quantifies opportunity across roles, tasks, and teams

Metric	What It Tells You
AI Potential Index (AIPI)	46.98% of total work is ready for automation
Annual Salary Exposure	$52,500,000 across analyzed roles
Total Potential Savings	$24,662,400 unlocked by automating tasks
Operational Efficiency Index (OEI)	50.35% potential impact on overall operational efficiency
Velocity of Output (VOI)	25.85% increase in delivery speed
Capacity Increase from Task Consolidation (CITC)	13.55% efficiency gains from reducing task overlap and streamlining duplicated tasks
Time to Benefit Realization (TBR)	7.7 months until Benefits visible after initial deployment

Tasks

Manage daily staffing levels to ensure sufficient branch coverage and optimal customer service	65%	13.66%	$4.66M

Take Action

Out-of-the-Box
Workday AI Recruiter Agent	Prompt: please analyze current staffing data and recommend optimal shift schedules based on historical branch traffic and real-time conditions.
Microsoft Excel Copilot	Prompt: generate a daily staffing report highlighting gaps and forecasted branch coverage needs using the latest scheduling data.
Microsoft Teams Copilot	Prompt: summarize team availability and send reminders or updates regarding staffing changes and shift assignments.
Configured Workflow
Workday AI Recruiter Agent	Automates forecasting daily staffing needs using historical branch demand data.
Microsoft Power Automate	Triggers shift scheduling workflows and sends staffing notifications to employees.
Agentforce for HR Service	Manages real-time employee availability and handles leave or shift swap requests autonomously.
Copilot Agent
Conversational Design Step	Use guided prompts to collect branch staffing availability and daily demand forecasts from branch managers.
Tools/Data Integration Step	Integrate with workforce management and scheduling systems along with historical branch traffic data.
AI Processing/Output Format Step	Leverage AI to optimize staffing rosters based on predictive demand modeling and generate shift recommendations.

Skills

General
Human
Technology

Workforce Planning
Time Management
Customer Service Management
Communication
Leadership
Problem-Solving
Scheduling Software
Data Analysis Tools

Lead branch meetings to review performance, sales strategies, and compliance updates	20%	5.46%	$573K

Take Action

Out-of-the-Box
Microsoft Teams Copilot	Prompt: prepare meeting agendas, generate performance summaries, and draft follow-up action items based on meeting notes.
Copilot Analyst Agent	Prompt: analyze branch sales and compliance data, then provide key insights and charts to present during meetings.
Microsoft PowerPoint Copilot	Prompt: create a presentation summarizing performance metrics and sales strategies with visual data charts from the latest reports.
Configured Workflow
Copilot Analyst Agent	Generates summarized branch performance and sales data reports for meeting preparation.
Microsoft Teams with AI Insights (via Microsoft Copilot Researcher Agent)	Prepares meeting agendas and provides real-time note-taking and summarization during meetings.
Copilot Researcher Agent	Synthesizes compliance update summaries and relevant policy changes for discussion.
Copilot Agent
Conversational Design Step	Provide a meeting agenda builder and real-time query assistant to capture discussion points and clarify topics during meetings.
Tools/Data Integration Step	Connect with collaboration platforms and performance dashboards to aggregate relevant data for review.
AI Processing/Output Format Step	Generate meeting summaries, action items, and compliance alerts using NLP-based summarization tools.

Skills

General
Human
Technology

Performance Analysis
Sales Strategy Development
Compliance Knowledge
Leadership
Effective Communication
Facilitation
Presentation Software Proficiency
Data Reporting Tools
Communication Platforms

Develop and implement sales plans for banking products tailored to the local market	40%	13.66%	$2.87M

Take Action

Out-of-the-Box
Copilot Researcher Agent	Prompt: research local market trends and competitor offerings to provide insights for product sales plan development.
Copilot Analyst Agent	Prompt: analyze past sales data to identify top-performing products and customer segments for sales strategy recommendations.
Microsoft Word Copilot	Prompt: draft a sales plan document incorporating AI-generated market insights and performance statistics.
Configured Workflow
Copilot Analyst Agent	Analyzes local market and sales data to generate actionable sales insights and trend reports.
Salesforce Agentforce for HR Service	Automates tracking and management of sales campaign execution across teams.
Copilot Researcher Agent	Curates competitor and industry best practice information to help shape sales strategies.
Copilot Agent
Conversational Design Step	Guide users through capturing market characteristics, customer segments, and sales goals via structured dialogue.
Tools/Data Integration Step	Pull data from CRM analytics and external market intelligence platforms for insights.
AI Processing/Output Format Step	Analyze sales data trends and generate tailored sales plan recommendations with predictive forecasting.

Skills

General
Human
Technology

Market Analysis
Sales Strategy Development
Product Knowledge
Communication Skills
Negotiation Skills
Customer Relationship Management
CRM Software Proficiency
Sales Reporting Tools
Market Research Software

Address and resolve complex customer issues escalated beyond frontline staff	30%	5.46%	$860K

Take Action

Out-of-the-Box
ServiceNow HR AI Agent	Prompt: provide real-time recommended solutions and relevant policy references for resolving escalated customer issues.
Google Contact Center AI	Prompt: assist in managing and summarizing customer interactions and suggest next steps based on issue analysis.
OpenAI GPT-based AI Assistants	Prompt: draft clear, empathetic communication responses to complex customer queries using internal knowledge bases.
Configured Workflow
ServiceNow HR AI Agent	Manages case routing and automates initial customer query resolution where possible.
Agentforce for HR Service	Provides suggestions based on previous similar cases and escalates unresolved issues to human agents.
Google Contact Center AI	Supports live agent assistance with real-time recommendations and context-aware responses.
Copilot Agent
Conversational Design Step	Use conversational flows to triage issue details, clarify escalation reasons, and propose resolution paths.
Tools/Data Integration Step	Integrate with customer support case management systems and knowledge bases.
AI Processing/Output Format Step	Recommend resolution options based on case history and knowledge base insights while flagging urgent issues for human review.

Skills

General
Human
Technology

Advanced Problem Solving
Financial Product Knowledge
Regulatory Compliance Understanding
Effective Communication
Conflict Resolution
Emotional Intelligence
Customer Relationship Management (CRM) System Usage
Banking Software Proficiency
Data Analysis Tools

Conduct regular reviews and audits to ensure compliance with banking regulations and risk policies	50%	5.46%	$1.43M

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: analyze transaction and audit logs to identify anomalies and flag potential compliance issues requiring review.
SAP Fioneer AI Agent	Prompt: generate compliance audit-ready reports and summarize key regulatory risk findings from financial data.
Oracle Fusion Financial AI Agents	Prompt: automate routine financial compliance checks and provide insight summaries for audit preparation.
Configured Workflow
Copilot Analyst Agent	Automatically ingests compliance data and generates audit reports highlighting anomalies.
SAP Fioneer AI Agent	Automates routine compliance checks and produces audit-ready regulatory documentation.
ServiceNow Auditoria AI SmartBots for Finance	Manages compliance ticket workflows and alerts on pending issues requiring human review.
Copilot Agent
Conversational Design Step	Prompt users to specify audit scope, compliance areas, and risk focus to customize review parameters.
Tools/Data Integration Step	Access transaction logs, regulatory rule repositories, and compliance reporting platforms.
AI Processing/Output Format Step	Automatically detect anomalies and compliance gaps, producing risk summaries and audit-ready reports.

Skills

General
Human
Technology

Regulatory Knowledge
Audit and Compliance Procedures
Risk Management
Attention to Detail
Communication Skills
Ethical Judgment and Integrity
Compliance Management Systems
Data Analysis Tools
Document Management Systems

Monitor branch financial transactions ensuring adherence to cash handling procedures and controls	60%	0.00%	$0

Take Action

Out-of-the-Box
SAP Fioneer AI Agent	Prompt: review branch transaction data to detect anomalies and alert for any suspicious cash handling behaviors.
Copilot Analyst Agent	Prompt: generate transaction compliance reports with visual insights on cash flow and control adherence.
ServiceNow Auditoria AI SmartBots for Finance	Prompt: automate monitoring of cash transactions and provide alerts on deviations from established procedures.
Configured Workflow
SAP Fioneer AI Agent	Automates real-time transaction monitoring and anomaly detection for suspicious cash movements.
Copilot Analyst Agent	Provides visual financial reports that track cash handling compliance and flags discrepancies.
Agentforce for Financial Services	Handles routine financial customer queries related to cash transactions and controls autonomously.
Copilot Agent
Conversational Design Step	Collect exception reports and cash handling queries using guided prompts for focused monitoring.
Tools/Data Integration Step	Connect to transaction monitoring systems and cash reconciliation tools to gather real-time data.
AI Processing/Output Format Step	Apply AI anomaly detection models to flag irregular transactions and automate reconciliation alerts.

Skills

General
Human
Technology

Cash Handling Accuracy
Knowledge of Banking Regulations and Compliance
Attention to Detail
Integrity and Ethical Judgment
Communication Skills
Problem-Solving
Use of Financial Transaction Systems
Security and Surveillance Technologies

Use core banking systems and CRM platforms to track sales, customer interactions, and branch performance	55%	0.00%	$0

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: aggregate recent sales and customer interaction data to create performance dashboards with actionable insights.
Agentforce for Financial Services	Prompt: automate routine sales tracking tasks and provide customer behavior insights to enhance branch performance monitoring.
Microsoft Excel Copilot	Prompt: update CRM-linked spreadsheets to summarize branch KPIs and track sales progress efficiently.
Configured Workflow
Copilot Analyst Agent	Aggregates and analyzes sales, customer, and performance data across banking and CRM platforms.
Salesforce Agentforce for HR Service	Automates notifications and task management related to customer follow-ups and sales tracking.
OpenAI GPT-based AI Assistants	Enables conversational querying and report generation from integrated CRM and banking systems.
Copilot Agent
Conversational Design Step	Guide users to request performance metrics and customer interaction summaries via natural language queries.
Tools/Data Integration Step	Integrate with core banking and CRM platforms to access transaction, sales, and customer data.
AI Processing/Output Format Step	Generate real-time dashboards and predictive performance insights from combined data sources.

Skills

General
Human
Technology

Data Entry and Accuracy
Sales and Performance Monitoring
Customer Relationship Management
Attention to Detail
Communication Skills
Time Management
Core Banking Systems
Customer Relationship Management (CRM) Platforms
Data Reporting and Analysis Tools

Leverage CRM system recommendations to identify cross-sell opportunities	75%	1.64%	$646K

Take Action

Out-of-the-Box
Agentforce for Financial Services	Prompt: analyze customer profiles and transaction histories to suggest personalized cross-sell product offers.
Copilot Researcher Agent	Prompt: research latest product promotions and competitor benchmarks to inform cross-selling approaches based on CRM data.
Microsoft Teams Copilot	Prompt: summarize cross-sell opportunity reports and create collaborative action plans with sales teams.
Configured Workflow
Salesforce Agentforce for HR Service	Generates AI-powered personalized cross-sell recommendations based on customer behaviors.
Copilot Analyst Agent	Analyzes cross-sell performance data and refines recommendation algorithms over time.
OpenAI GPT-based AI Assistants	Provides natural language customer insights to frontline staff for effective communication.
Copilot Agent
Conversational Design Step	Prompt users to specify customer profiles and sales objectives to tailor cross-sell suggestions.
Tools/Data Integration Step	Integrate with CRM AI recommendation engines and customer transaction histories.
AI Processing/Output Format Step	Use AI to generate prioritized, personalized cross-sell recommendations with contextual explanations.

Skills

General
Human
Technology

Customer Relationship Management
Sales Acumen
Data Interpretation
Effective Communication
Customer Empathy
Active Listening
CRM Software Proficiency
Data Analysis Tools

Open and close customer accounts according to bank policies	70%	0.00%	$0

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: automate drafting required account opening or closure documentation and verify compliance with bank policies.
Workday AI Expenses Agent	Prompt: track and report account maintenance expenses and flag any discrepancies during account lifecycle changes.
Microsoft Excel Copilot	Prompt: maintain and update structured records of account statuses and process workflows for openings and closings.
Configured Workflow
Workday AI Expenses Agent	Automates verification of document compliance in account lifecycle processes.
OpenAI GPT-based AI Assistants	Handles routine customer communication and KYC query resolution during onboarding/offboarding.
Microsoft Power Automate	Triggers workflows for account opening/closing approvals and notifies relevant stakeholders.
Copilot Agent
Conversational Design Step	Interact with users to gather required customer information, document uploads, and verification steps.
Tools/Data Integration Step	Automate integration with RPA tools and core banking account management systems.
AI Processing/Output Format Step	Automate verification, documentation processing, and account lifecycle actions to ensure policy compliance.

Skills

General
Human
Technology

Account Management
Regulatory Compliance
Customer Identification and Verification
Communication Skills
Attention to Detail
Customer Service
Core Banking System Operation
Document Management Systems
Data Security Practices

Process customer transactions including deposits, withdrawals, loan payments, and foreign exchange	80%	0.00%	$0

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: validate transaction details and generate standardized confirmations and reports for deposits, withdrawals, and payments.
SAP Fioneer AI Agent	Prompt: automate transaction postings, compliance checks, and generate audit-ready transaction summaries in real-time.
ServiceNow Auditoria AI SmartBots for Finance	Prompt: handle transaction-related ticketing and resolve routine account inquiries efficiently.
Configured Workflow
Agentforce for Financial Services	Automates routine transaction processing and payment handling with regulatory compliance checks.
SAP Fioneer AI Agent	Reconciles transaction records in real time while ensuring audit and compliance readiness.
ServiceNow Auditoria AI SmartBots for Finance	Manages exception workflows and flags potential fraud in transactional activities.
Copilot Agent
Conversational Design Step	Provide structured dialogs to capture transaction details and validate customer intent.
Tools/Data Integration Step	Connect with core banking transaction engines and payment processing platforms.
AI Processing/Output Format Step	Automate high-volume transaction processing, validation, and error detection for seamless execution.

Skills

General
Human
Technology

Cash Handling
Transaction Processing
Knowledge of Banking Products
Attention to Detail
Customer Service
Communication Skills
Banking Software Use
Security and Fraud Prevention Systems

Provide customers with advice on banking products and services suited to their financial needs	40%	5.46%	$1.15M

Take Action

Out-of-the-Box
Agentforce for Financial Services	Prompt: generate personalized product recommendations based on customer financial data and preferences during consultations.
OpenAI GPT-based AI Assistants	Prompt: assist in answering customer queries with clear, compliant advice on available banking products and services.
Google Contact Center AI	Prompt: support live customer advisory chats by providing relevant product information and guiding customers interactively.
Configured Workflow
OpenAI GPT-based AI Assistants	Delivers conversational and personalized product advice based on customer profiles and queries.
Agentforce for Financial Services	Supports routine financial advising by suggesting relevant products within compliance frameworks.
Copilot Researcher Agent	Aggregates latest product information and market trends to inform advisory recommendations.
Copilot Agent
Conversational Design Step	Use interactive questioning to understand customer financial goals and preferences.
Tools/Data Integration Step	Leverage AI chatbots integrated with customer financial profile and product databases.
AI Processing/Output Format Step	Deliver personalized product recommendations using AI-driven financial need analysis and decision trees.

Skills

General
Human
Technology

Financial Product Knowledge
Customer Needs Analysis
Regulatory Compliance Understanding
Communication Skills
Active Listening
Empathy
Banking Software Proficiency
Customer Relationship Management (CRM) Systems
Digital Communication Tools

Perform daily cash reconciliation and prepare cash deposit reports	75%	0.00%	$0

Take Action

Out-of-the-Box
SAP Fioneer AI Agent	Prompt: automate cash reconciliation processes and flag discrepancies for review with detailed exception reports.
Oracle Fusion Financial AI Agents	Prompt: generate automated cash deposit summaries and compliance reports for daily branch reconciliation.
Microsoft Excel Copilot	Prompt: compile reconciliation data into clear cash deposit reports with visual highlights of variances.
Configured Workflow
SAP Fioneer AI Agent	Automates cash reconciliation by cross-verifying transaction records and highlighting discrepancies.
Copilot Analyst Agent	Generates daily automated reports summarizing cash positions and deposit activities.
Workday AI Expenses Agent	Performs compliance validation and flags anomalies in cash deposit entries.
Copilot Agent
Conversational Design Step	Prompt branch staff to submit daily cash counts and exception details through guided input forms.
Tools/Data Integration Step	Integrate with cash management systems and automated reconciliation platforms.
AI Processing/Output Format Step	Use AI to reconcile cash data, identify discrepancies, and generate compliance-ready deposit reports.

Skills

General
Human
Technology

Cash Handling and Reconciliation
Financial Reporting
Attention to Detail
Numerical and Mathematical Skills
Time Management
Communication Skills
Problem-Solving
Enterprise Resource Planning (ERP) Systems
Spreadsheet Software
Point of Sale (POS) Systems

Ensure compliance with anti-money laundering (AML) and Know Your Customer (KYC) policies during customer onboarding and transactions	80%	5.46%	$2.29M

Take Action

Out-of-the-Box
SAP Fioneer AI Agent	Prompt: automatically verify customer identities and monitor transactions for suspicious activity to support AML/KYC compliance.
Copilot Analyst Agent	Prompt: analyze transaction patterns and generate risk alerts for potential AML breaches requiring attention.
OpenAI GPT-based AI Assistants	Prompt: assist in preparing documentation summaries for KYC reviews and generate compliance notifications for onboarding.
Configured Workflow
SAP Fioneer AI Agent	Automates identity verification and monitors transactions for AML policy adherence.
Copilot Analyst Agent	Generates AML risk reports and identifies suspicious activities requiring investigation.
Agentforce for Financial Services	Handles initial compliance alerts and assists with required escalations to compliance teams.
Copilot Agent
Conversational Design Step	Guide staff in capturing required identity documents and transaction intent within compliance check dialogs.
Tools/Data Integration Step	Connect AI agents with AML/KYC verification platforms and transaction monitoring systems.
AI Processing/Output Format Step	Automate identity validation, transaction screening, and suspicious activity alert generation.

Skills

General
Human
Technology

Regulatory Compliance Knowledge
Risk Assessment
Attention to Detail
Communication Skills
Ethical Judgment
Customer Service Orientation
AML/KYC Software Proficiency
Data Verification Tools
Transaction Monitoring Systems

Train and mentor new frontline staff on branch processes and customer service standards	25%	5.46%	$717K

Take Action

Out-of-the-Box
Joule AI Assistant	Prompt: design personalized e-learning workflows and recommend training modules aligned with branch processes for new staff.
Microsoft Teams Copilot	Prompt: summarize training feedback and track learner progress to assist branch managers in mentoring activities.
OpenAI GPT-based AI Assistants	Prompt: generate draft coaching tips and customer service best practices to support frontline staff development.
Configured Workflow
Joule AI Assistant	Delivers personalized e-learning modules and knowledge checks tailored to branch roles.
Agentforce for HR Service	Automates training program enrollment and tracks progress through predefined workflows.
Copilot Researcher Agent	Curates updated training materials and best practice documentation for ongoing staff development.
Copilot Agent
Conversational Design Step	Facilitate interactive learning dialogues and assessments tailored to new staff onboarding needs.
Tools/Data Integration Step	Integrate with e-learning platforms and knowledge management systems.
AI Processing/Output Format Step	Deliver personalized training content recommendations and track learner progress using AI analytics.

Skills

General
Human
Technology

Training and Development
Branch Operations Knowledge
Customer Service Excellence
Communication Skills
Leadership
Patience and Empathy
Learning Management Systems (LMS)
Customer Relationship Management (CRM) Software
Office Productivity Software

Monitor key performance indicators (KPIs) such as sales targets, transaction volumes, and customer satisfaction scores	65%	8.20%	$2.80M

Take Action

Out-of-the-Box
Copilot Analyst Agent	Prompt: create real-time dashboards that track sales, transaction volume, and customer satisfaction metrics with alerts for deviations.
Microsoft Power BI Copilot	Prompt: generate visual KPI reports and forecasts for branch performance discussion and action planning.
Salesforce Agentforce for Financial Services	Prompt: provide insights on financial KPIs and customer engagement scores to guide branch management decisions.
Configured Workflow
Copilot Analyst Agent	Aggregates and analyzes branch KPIs, producing real-time dashboard visualizations.
Microsoft Power Automate	Triggers alerts and automated reporting workflows for KPIs falling outside threshold ranges.
OpenAI GPT-based AI Assistants	Provides natural language summaries and explanations of KPI trends to management.
Copilot Agent
Conversational Design Step	Allow users to query specific KPIs or request performance summaries via natural language input.
Tools/Data Integration Step	Aggregate data from sales systems, transaction logs, and customer feedback tools into a unified dashboard.
AI Processing/Output Format Step	Use AI to detect trends, forecast results, and alert managers to performance anomalies.

Skills

General
Human
Technology

Data Analysis
Performance Management
Financial Acumen
Attention to Detail
Communication Skills
Problem-Solving
Business Intelligence Tools
Spreadsheet Software
Customer Relationship Management (CRM) Systems

Implement risk mitigation measures to minimize operational errors and fraud	70%	5.46%	$2.01M

Take Action

Out-of-the-Box
SAP Fioneer AI Agent	Prompt: monitor transactional data to detect patterns indicative of fraud and generate real-time risk alerts for review.
ServiceNow Auditoria AI SmartBots for Finance	Prompt: automate risk-related workflow tasks and communications to enforce controls and follow-up on flagged issues.
Copilot Analyst Agent	Prompt: analyze past operational errors to identify root causes and recommend preventative measures.
Configured Workflow
SAP Fioneer AI Agent	Detects fraud patterns through continuous transaction monitoring and flags high-risk activities.
Copilot Analyst Agent	Generates risk assessment reports and forecasts to guide fraud prevention strategies.
ServiceNow Auditoria AI SmartBots for Finance	Automates incident ticket creation and tracks remediation workflows for operational risks.
Copilot Agent
Conversational Design Step	Prompt users to specify risk parameters, incident details, and mitigation objectives for tailored insights.
Tools/Data Integration Step	Connect to fraud detection AI models and risk management systems to gather relevant data.
AI Processing/Output Format Step	Apply AI-driven fraud detection and risk scoring to produce alerts and control recommendations.

Skills

General
Human
Technology

Risk Management
Compliance Knowledge
Attention to Detail
Problem Solving
Communication Skills
Collaboration
Fraud Detection Systems
Operational Risk Software
Data Analysis Tools

Foster a customer-focused environment to enhance the branch’s reputation and increase customer loyalty	15%	8.20%	$646K

Take Action

Out-of-the-Box
Google Contact Center AI	Prompt: analyze customer interaction sentiment data and provide insights on improving service quality and loyalty.
Copilot Researcher Agent	Prompt: summarize best practices from industry sources on customer experience enhancement for branch leadership guidance.
Microsoft Teams Copilot	Prompt: draft internal communications emphasizing customer-first culture and summarize feedback for continuous improvement.
Configured Workflow
Copilot Researcher Agent	Aggregates customer sentiment data and feedback to inform employee coaching needs.
OpenAI GPT-based AI Assistants	Provides conversational coaching scripts and customer engagement suggestions for staff.
Microsoft Teams with AI Insights	Analyzes team communication patterns and recommends improvements to enhance collaboration.
Copilot Agent
Conversational Design Step	Engage users with sentiment analysis feedback and coaching prompts to enhance customer service behaviors.
Tools/Data Integration Step	Leverage customer feedback platforms and voice/text interaction analytics for sentiment data.
AI Processing/Output Format Step	Generate insights on customer sentiment trends and suggest behavioral improvements for staff.

Skills

General
Human
Technology

Customer Service Expertise
Branch Operations Knowledge
Customer Relationship Management (CRM) Knowledge
Effective Communication
Empathy
Leadership
Conflict Resolution
Point of Sale (POS) and Banking Software Proficiency

Collaborate with regional and corporate teams to align branch activities with broader business strategies	35%	5.46%	$1.00M

Take Action

Out-of-the-Box
Microsoft Teams Copilot	Prompt: summarize meeting notes and action items from cross-team collaboration sessions to ensure strategic alignment.
Microsoft Loop Copilot	Prompt: create shared collaborative spaces for tracking branch initiatives and corporate strategy progress updates.
Copilot Researcher Agent	Prompt: research and summarize corporate strategy documents to inform branch-level implementation plans.
Configured Workflow
Microsoft Teams with AI Insights	Facilitates knowledge sharing, project tracking, and real-time co-authoring during collaboration.
Copilot Researcher Agent	Synthesizes corporate strategy documents and highlights relevant points for branch teams.
Microsoft Power Automate	Automates task reminders and follow-ups from collaborative meetings and shared projects.
Copilot Agent
Conversational Design Step	Facilitate structured update exchanges and alignment confirmations through guided prompts.
Tools/Data Integration Step	Integrate with collaboration and project management platforms to share updates and track progress.
AI Processing/Output Format Step	Summarize collaboration outcomes, highlight strategic gaps, and recommend follow-up actions.

Skills

General
Human
Technology

Strategic Planning
Project Management
Business Acumen
Communication
Collaboration
Adaptability
Enterprise Resource Planning (ERP) Systems
Collaboration Tools
Data Analysis Tools

Manage branch security protocols, including access controls and emergency procedures	55%	5.46%	$1.58M

Take Action

Out-of-the-Box
OpenAI GPT-based AI Assistants	Prompt: generate incident response procedures and update access control documentation based on branch security policies.
Microsoft Teams Copilot	Prompt: summarize security briefing notes and facilitate communication for emergency preparedness drills.
Copilot Analyst Agent	Prompt: analyze access log data for unusual patterns and generate alerts for security review.
Configured Workflow
OpenAI GPT-based AI Assistants	Handles routine queries and guidance on access policies and emergency procedures for staff.
ServiceNow HR AI Agent	Automates incident reporting workflows and tracks resolution status for security breaches.
Copilot Analyst Agent	Analyzes security logs for anomalies and generates reports for compliance audits.
Copilot Agent
Conversational Design Step	Guide users through incident reporting and access control status checks via conversational prompts.
Tools/Data Integration Step	Connect with security management systems and AI-powered surveillance platforms.
AI Processing/Output Format Step	Automate anomaly detection in access logs and trigger alerts or emergency response workflows.

Skills

General
Human
Technology

Security Management
Risk Assessment
Emergency Response Planning
Attention to Detail
Communication Skills
Decision-Making
Access Control Systems Operation
Surveillance Technology
Incident Management Software

Identify and adopt technology solutions to streamline branch operations and improve customer experience	50%	5.46%	$1.43M

Take Action

Out-of-the-Box
Copilot Researcher Agent	Prompt: research emerging banking technologies and vendors to produce comparative reports on potential adoption benefits.
Salesforce Einstein	Prompt: analyze branch performance data to recommend technology upgrades that can optimize operations and customer experience.
Microsoft PowerPoint Copilot	Prompt: prepare proposals and presentations summarizing technology adoption plans and ROI forecasts for leadership review.
Configured Workflow
Copilot Researcher Agent	Curates technology market research and ROI analyses to support informed adoption decisions.
Salesforce Agentforce for HR Service	Tracks and manages implementation project workflows and stakeholder communications.
Copilot Analyst Agent	Analyzes operational impact data post-implementation to evaluate technology benefits.
Copilot Agent
Conversational Design Step	Collect requirements, pain points, and innovation goals through interactive dialogues with branch leaders.
Tools/Data Integration Step	Leverage AI-powered market research tools and internal operational data sources.
AI Processing/Output Format Step	Provide technology scouting insights, ROI predictions, and prioritized recommendations for adoption.

Skills

General
Human
Technology

Process Improvement
Change Management
Customer Experience Management
Communication Skills
Collaboration
Adaptability
Digital Literacy
Workflow Automation
Customer Relationship Management (CRM) Systems

Skills

General

Workforce Planning
Time Management
Customer Service Management
Performance Analysis
Sales Strategy Development
Compliance Knowledge
Market Analysis
Product Knowledge
Advanced Problem Solving
Financial Product Knowledge
Regulatory Compliance Understanding
Regulatory Knowledge
Audit and Compliance Procedures
Risk Management
Cash Handling Accuracy
Knowledge of Banking Regulations and Compliance
Data Entry and Accuracy
Sales and Performance Monitoring
Sales Acumen
Data Interpretation
Account Management
Regulatory Compliance
Customer Identification and Verification
Cash Handling
Transaction Processing
Knowledge of Banking Products
Customer Needs Analysis
Cash Handling and Reconciliation
Financial Reporting
Numerical and Mathematical Skills
Regulatory Compliance Knowledge
Risk Assessment
Training and Development
Branch Operations Knowledge
Customer Service Excellence
Data Analysis
Performance Management
Financial Acumen
Customer Service Expertise
Strategic Planning
Project Management
Business Acumen
Security Management
Emergency Response Planning
Process Improvement
Change Management
Customer Experience Management

Human

Communication
Leadership
Problem-Solving
Effective Communication
Facilitation
Communication Skills
Negotiation Skills
Customer Relationship Management
Conflict Resolution
Emotional Intelligence
Attention to Detail
Ethical Judgment and Integrity
Integrity and Ethical Judgment
Customer Empathy
Active Listening
Customer Service
Empathy
Ethical Judgment
Customer Service Orientation
Patience and Empathy
Problem Solving
Collaboration
Adaptability
Decision-Making

Technology

Scheduling Software
Data Analysis Tools
Presentation Software Proficiency
Data Reporting Tools
Communication Platforms
CRM Software Proficiency
Sales Reporting Tools
Market Research Software
Customer Relationship Management (CRM) System Usage
Banking Software Proficiency
Compliance Management Systems
Document Management Systems
Use of Financial Transaction Systems
Security and Surveillance Technologies
Core Banking Systems
Customer Relationship Management (CRM) Platforms
Data Reporting and Analysis Tools
Core Banking System Operation
Data Security Practices
Banking Software Use
Security and Fraud Prevention Systems
Customer Relationship Management (CRM) Systems
Digital Communication Tools
Enterprise Resource Planning (ERP) Systems
Spreadsheet Software
Point of Sale (POS) Systems
AML/KYC Software Proficiency
Data Verification Tools
Transaction Monitoring Systems
Learning Management Systems (LMS)
Customer Relationship Management (CRM) Software
Office Productivity Software
Business Intelligence Tools
Fraud Detection Systems
Operational Risk Software
Customer Relationship Management (CRM) Knowledge
Point of Sale (POS) and Banking Software Proficiency
Collaboration Tools
Access Control Systems Operation
Surveillance Technology
Incident Management Software
Digital Literacy
Workflow Automation

Banking AI Impact Analysis Work. Reinvented: What Your Data Tells You

Credit Risk Analyst

Work Intelligence™

Your organization is now equipped with Work Intelligence™— a live layer of data that quantifies opportunity across roles, tasks, and teams

Tasks

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Skills

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IT Helpdesk support Analyst

Work Intelligence™

Your organization is now equipped with Work Intelligence™— a live layer of data that quantifies opportunity across roles, tasks, and teams

Tasks

Take Action

Skills

Take Action

Skills

Take Action

Skills

Take Action

Skills

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Skills

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Skills

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Skills

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Skills

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Banking AI Impact Analysis

Work. Reinvented: What Your Data Tells You