Personal Banker / Financial Solutions Advisor

Job Title: Personal Banker / Financial Solutions Advisor

Job Type: Part-time, Contract

Location: Remote

Job Summary:

Join our customer’s team as a Personal Banker / Financial Solutions Advisor and use your front-line service experience to help design the next generation of everyday personal finance planning. You’ll work asynchronously with a leading AI lab, reviewing realistic client scenarios and providing detailed feedback so that AI systems can better support financial services professionals and average households with guidance on day-to-day banking, budgeting, debt management, and basic investing decisions.

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 and 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.