Personal Banker / Financial Solutions Advisor
Contractor · Remote · 3 openings
In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Key Responsibilities
- • Review scenarios that mirror real branch conversations (expense budgeting, mortgage and retirement planning, building savings, investing, etc.) for a wide range of clients and describe how you would advise them.
- • Evaluate AI-generated guidance for suitability, clarity, and practicality for typical mass-market and mid-market customers.
- • Document the questions, conversation flow, and decision rules you use in-branch (e.g., when to recommend specific solutions vs. refer to a specialist).
- • Provide written feedback on how to improve explanations, next steps, and tradeoff framing for non-expert clients.
- • Highlight compliance and risk considerations and clearly define when you would avoid giving advice or escalate to another team.
Required Skills & Qualifications
- • Several years of hands-on experience in roles such as Personal Banker, Relationship Banker, Universal/Branch Banker, or Financial Solutions Advisor at a major bank or credit union (e.g., Bank of America / Merrill, Chase, Wells Fargo, Citi, PNC, Truist, regional banks).
- • Proven track record conducting needs-based financial conversations and matching everyday clients to appropriate banking and basic investment solutions.
- • Strong familiarity with core consumer products: checking and savings accounts, CDs, debit/credit cards, overdraft policies, personal/auto loans, basic retirement/investment accounts, and digital banking tools.
- • Experience helping clients with budgeting, expense management, debt payoff strategies, and building emergency savings.
- • Strong personal financial planning experience for a wide range of clients.
- • Exceptional written communication skills, with the ability to explain financial concepts in clear, empathetic, plain language.
- • High integrity, strong compliance mindset, and strict commitment to client confidentiality.
Preferred Qualifications
- • Experience in a Financial Solutions Advisor role or similar bridge role between retail banking and investments.
- • Relevant licenses or certifications (e.g., Series 6/7/63/65/66, insurance licenses, CFP), active or previously held.
- • Experience coaching or mentoring other bankers on sales conversations, financial checkups, or financial wellness programs.
- • Familiarity with personal finance apps, digital advice journeys, or customer experience / process design work.
$0/hr
Remote