Banking Expert

Job Title: Banking Expert

Job Type: Part-time, Contract

Location: Fully Remote

Time Commitment: Minimum 20 hours per week

Job Summary:

Join our team as a Banking Expert and help shape the future of Enterprise AI in banking. You will leverage your deep domain expertise to evaluate, refine, and improve cutting-edge AI systems focused on authentic banking workflows.

Key Responsibilities:

• Develop and revise business documents and knowledge base artifacts reflecting real-world banking operations (PDFs, spreadsheets, memos, loan packages, etc.)

• Design and pair customer or employee-style banking queries with ideal ground-truth answers, ensuring at least 20% are multi-turn interactions

• Review and refine evaluation rubrics to align with true-to-life industry standards and best practices

• Grade AI-generated responses using established criteria, providing clear and concise justifications for each determination

• Assess and rank the relevance of source documentation cited by AI agents on a defined scale

• Collaborate remotely with a high-caliber project team, meeting deadlines and maintaining quality deliverables

• Apply your expertise to ensure the validity, realism, and operational fidelity of all evaluation materials

Required Skills and Qualifications:

• Bachelor’s degree required; MBA strongly preferred

• Minimum 3 years of professional experience in US/Canada/Europe banking roles such as Retail Banker, Personal Banker, Small Business Banker, Loan Officer, Credit Analyst, Bank Operations Analyst, Fraud/Risk Analyst, or AML/KYC Compliance Analyst or similar

• Strong analytical judgment and experience with compliance-driven, customer-facing, or operational banking processes

• Exceptional written and verbal communication skills—clarity and attention to detail is essential

• Native or fluent English proficiency

• Proven ability to review and synthesize both structured and unstructured information

• Capable of working independently, delivering high accuracy, and managing time effectively across part-time hours

Preferred Qualifications:

• Experience benchmarking workflows against policy, procedure, or compliance requirements

• Familiarity with AI evaluation or technology-driven banking environments