Who is Charity Bank?

Charity Bank is a savings and loans bank with a mission to use money for good. We use the money our savers entrust to us to make loans to charities, social enterprises and organisations with charitable purposes. Our community of borrowers, savers, shareholders and staff are all working towards one goal – helping to create lasting social change in our communities. If you believe that banks have a vital role to play in creating a world, we all want to live in and you want to live your values at work, apply for this vacancy today.

Charity Bank Recruitment Process

At Charity Bank, we prioritise inclusion and fairness in our recruitment process. Our use of recruitment software helps mitigate unconscious bias by incorporating skill-based questions alongside CVs. Responses and CVs are anonymised and reviewed in random order by our hiring team to ensure an equal chance for all candidates, regardless of background. Demographic questions are strictly for statistical purposes, ensuring a balanced candidate pool. Opting out of these questions is an option.

The use of AI tools (e.g., ChatGPT or similar) is permitted in the application process. However, we advise against copying and pasting answers from AI tools, as this often results in generic responses. We encourage you to showcase your own experiences, voice, and style in your answers

We review all applications within two weeks after the closing date, so expect feedback shortly thereafter. If you require reasonable adjustments during the application process, please email us at recruitment@charitybank.org.

Disability Confident Scheme

Under the Equality Act 2010, a person with a disability is someone who has – or has had in the past – a physical or mental impairment which has a substantial and long-term adverse effect on that person’s ability to carry out normal day-to-day activities.

As an Equal Opportunities and Disability Confident Committed employer, we actively encourage applications from people who consider themselves to have a disability falling within this broad definition. To access the Disability Confident Scheme, as an applicant with a disability/long term health condition/mental health condition, you are simply required to:

• Show that you meet the essential criteria described in the person specification.

• Answer ‘yes’ to both the following questions on the Bank’s application form, ‘according to the definition of disability do you consider yourself to have a disability?’ and ‘do you wish to be considered under the Disability Confident Scheme?’

You are not required to share the name or nature of your condition; you are simply stating the fact that you have a disability or long-term health condition/mental health condition. If you do not answer ‘yes’, your application will not be considered under the Disability Confident Scheme.

Adjustments for the application process and interview can be made if needed, so please contact us at recruitment@charitybank.org if you require this.

We are keen to recruit from as diverse a talent pool of applicants as possible, so the scheme gives you not a guaranteed job offer but an opportunity to be fairly and equally assessed in interview along with other candidates who meet the criteria for the role.

Hiring managers do not automatically know the details of your condition(s), they are allowed only to ask what adjustments you may need before the interview or when you are in receipt of a job offer.

Be reassured that any adjustments you require will be treated in the strictest confidence and will not form part of any aspect of the assessment.

If a job offer is made to you, we will discuss with you any adjustments that you may need in the workplace to enable you to perform the duties required. These will not be discussed at the interview.

In your application, please ensure you demonstrate clearly how you meet the essential criteria.

If you have any questions about the process, please contact us recruitment@charitybank.org.

Four-Day Week with Full-Time Pay 

Charity Bank's Four-Day Week initiative, open to all employees from day one, champions work-life balance by providing four days of work with full-time pay. This innovative approach underscores productivity, equal compensation, and the creation of an inclusive workplace in line with Charity Bank's social mission. The 32-hour workweek typically spans four eight-hour days, offering flexibility to typically choose Friday or Monday as the day off. Days off are protected and treated like weekends, ensuring uninterrupted personal time. The arrangement is flexible, adapting to part-time employees on a pro rata basis. 

 JOB PROFILE

Job Title: Automation Engineer

Contract: Permanent

Location: Tonbridge

Responsible to: IT Manager

Direct Reports: No direct reports

Date: August 2025

  Overall Purpose of the Role:

·         You’ll be the hands-on engineer driving automation across the bank. Your main toolkit will be Microsoft Power Platform (Power Apps, Power Automate, Power BI) and the wider M365 ecosystem - but you’ll also be a key player in improving our security posture, optimising end-user productivity, and helping shape the solution architecture that supports our automation ambitions.

 ·         This is an engineering delivery role with real growth potential into broader solution architecture and automation leadership. You’ll spend most of your time building and improving but also thinking ahead about how systems fit together and scale.

 Key Accountabilities:

 Automation & Process Improvement

·         Design, build, and deploy automation solutions using Power Apps, Power Automate, and other relevant tools.

·         Map and analyse current back-office processes; identify bottlenecks and redesign for efficiency.

·         Deliver quick wins as well as scalable solutions that reduce manual effort, errors, and turnaround times.

Microsoft 365 Enablement & Security

·         Optimise our use of M365 services (Teams, SharePoint, OneDrive, Outlook) for better collaboration and workflow.

·         Implement and manage M365 security and compliance features (MFA, Conditional Access, DLP, Sensitivity Labels).

Solution Architecture Support

·         Work with Enterprise architecture to align automation projects with our strategic roadmap.

·         Create and maintain technical documentation, process flows, and system designs.

·         Contribute to the development of our automation architecture, ensuring scalability, integration, and futureproofing.

Key Contacts

Internally:

·         IT Manager and wider Technology team

·         Customer facing business lines (e.g., Banking, Savings, Marketing)

·         Back office functional heads (e.g., Risk, Operations, Finance)

·         IT service owners

Externally:

·         System integrators and third-party solution providers

·         Flexibility to work extended hours on occasion to meet critical delivery deadlines or regulatory reporting cycles.

PERSON PROFILE

Experience

Essential:

·         Proven hands-on experience with Microsoft Power Platform (Power Apps, Power Automate, Power BI). Experience delivering process improvements and measurable efficiency gains.

·         5+ years’ experience of M365 administration and productivity applications.

·         5+ years’ experience of M365 Security with a solid understanding of information security principles.

·         Exposure to Azure services, especially automation and integration tools (Logic Apps, Functions).

·         Exposure to solution design within a regulated environment. Desire to grow into a solution architect and drive technical excellence.

·         Experience with basic scripting (PowerShell).

·         Understanding of API integrations.

·         Understanding of low-code/no-code solution design.

Desirable:

·         Experience in financial services, ideally in SME specialist commercial lending (high-growth and/or challenger bank environment).

·         Familiar with common project delivery tooling (e.g. Asana, Jira, Confluence, or equivalent).

·         Experience with AI governance, ethical data use, and explainability within credit or customer-facing systems.

Skills

·         Autonomous and hands on - comfortable working independently and managing multiple projects at any one time. Sleeves up, building solutions that work.

·         Problem solver – sees inefficiency as an opportunity, not a frustration.

·         Detail oriented – small mistakes can be big headaches in banking.

·         Growth mindset – eager to develop into a broader architecture and design role.

·         Practical communicator – can make automation sound exciting without relying on buzzwords.

·         Team player – part of a close-knit technical tribe, in it together.

 Knowledge

·         Practical automation and innovation practices - process mapping, workflow optimisation, and automation design principles.

·         Understanding of solution architecture concepts including scalability, maintainability, and security-by-design.

·         Deep understanding of Microsoft 365 ecosystem capabilities and security/compliance features.

·         Awareness of integration approaches between cloud services, APIs, and legacy systems.

·         Familiarity with data governance, GDPR, and regulatory compliance in financial services.

·         Knowledge of modern identity and access management practices.

·         Understanding of the UK Banking regulatory environment.