- Enterprise AI roadmap & scorecard: Publish a quarterly roadmap and KPI framework (adoption, productivity, quality, compliance), with defined ROI baselines for top use cases.
- Microsoft 365 Copilot enablement: Lead phased licensing, champions, training content, and usage telemetry to achieve sustained adoption across targeted cohorts.
- Developer productivity: Coordinate GitHub Copilot rollout practices and guardrails with Architecture/Dev leaders; track time-to-task and code quality indicators.
- Member functionality pilots: Orchestrate 2-4 vendor-led pilots (e.g., secure AI chat, intelligent knowledge retrieval, guided representative training).
- Governance & risk: Operationalize controls required by OnPoint's GenAI Standard; embed exception handling, audit trails, and vendor due-diligence artifacts for exam readiness.
- Maintain an enterprise backlog of AI opportunities across employee and member workflows; prioritize based on feasibility, security, compliance, and member/business value.
- Publish standards for success measures (adoption, hours saved, quality uplift, CSAT/NPS impact) and report progress quarterly.
- Scan the market, evaluate vendors, and publish radar (product capabilities, model behavior, explainability, security posture, data handling, support/SLA, cost).
- Lead third-party due diligence with Information Security, Risk, and Legal, documenting model/agent usage, guardrails, data flows, and residual risks in accordance with OnPoint's GenAI Standard and regulatory expectations.
- Configure and integrate commercial AI tools with Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint), SharePoint/OneDrive, and approved APIs.
- Coordinate with system owners to enable secure connections to core platforms (e.g., Fiserv DNA), LOS/digital origination, and relevant mortgage/collections peer systems (e.g., MSP/ICE, Temenos) where member functionality is affected.
- When needed, implement light orchestration (prompt templates, retrieval-augmented generation, semantic search) using approved cloud services-never exposing Restricted data outside OnPoint's governed environments.
- Build champion networks and guided practice (labs, office hours, playbooks) for high-value Copilot scenarios by role; collect feedback and iterate enablement materials.
- Partner with L&D/Communications to deliver 'What good looks like' content and onboarding for new AI tools (including Copilot access methods and do/don't guidance).
- Enforce OnPoint's GenAI Standard, acceptable-use rules, and content hygiene; implement filters/controls to prevent inappropriate or risky outputs.
- Produce model/agent run-books and audit-ready artifacts: data lineage, access controls, usage logs, evaluation results, and exception management.
- Prepare for supervisory exams with documented model risk practices and third-party vendor reviews aligned to NCUA risk expectations.
- Stand up metrics for adoption and impact (e.g., hours saved per cohort, content quality improvements, member journey metrics); publish quarterly improvements.
- Harvest learnings from pilots into hardened patterns and enterprise standards; retire low-value tools.
- 5+ years in enterprise technology, solutions engineering, or product enablement with hands-on delivery of SaaS platforms; financial services experience preferred.
- Demonstrated success rolling out commercial AI tools (e.g., Microsoft 365 Copilot, GitHub Copilot) at scale with measurable productivity impact.
- Strong vendor evaluation and third-party risk skills (security, privacy, compliance), and experience coordinating with InfoSec, Legal, and ERM.
- Working knowledge of M365/Azure (Teams, SharePoint, Entra ID, Purview), data governance and secure integration patterns.
- Practical prompt design and light orchestration (RAG, vector search) for commercial platforms; ability to document experiments and outcomes clearly.
- Credit union/banking domain familiarity; experience integrating with core systems (e.g., Fiserv DNA), LOS, and mortgage/collections peer systems (e.g., MSP/ICE, Temenos).
- Experience building enablement programs (champions, workshops, usage telemetry) for Copilot-like tools.
- Awareness of FFIEC/GLBA and emerging NCUA guidance related to AI, model risk, cybersecurity, and third-party oversight.
- Adoption: % of licensed users with sustained weekly Copilot engagement; % of pilot cohorts achieving target usage.
- Impact: Hours saved and cycle-time reduction for target workflows; quality improvements (readability, accuracy).
- Member outcomes: Improved self-service resolution rates or journey conversion for AI-augmented experiences.
- Governance: Zero prohibited data exposures; audit-ready artifacts; timely vendor assessments and issue remediation.
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Solutions Engineer, AI - Portland - OnPoint Community CU
Description
SummaryOnPoint Community Credit Union is creating a hands-on AI Engineer role to identify, roadmap, roll out, and incorporate AI technologies that improve employee productivity across all departments and enhance member-facing experiences. This role emphasizes evaluating, buying, and integrating commercial AI solutions into OnPoint's ecosystem.
PRIMARY OUTCOMES (FIRST 12 MONTHS)
Strategy & Roadmap
We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don't let imposter syndrome hold you back Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.
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