Join our client's team as a Personal Banker / Financial Solutions Advisor, where you will leverage your front-line service experience to help shape the future of personal finance planning. Collaborate asynchronously with a leading AI lab to review realistic client scenarios and provide valuable feedback, enhancing AI systems to better assist financial professionals and households with daily banking, budgeting, debt management, and basic investment decisions.

Responsibilities

• Analyze scenarios that reflect real branch discussions (budgeting, mortgage and retirement planning, savings, investing, etc.) for diverse clients and outline your advisory approach.
• Assess AI-generated guidance for its relevance, clarity, and practicality for typical mass-market and mid-market customers.
• Document the questions, conversation flow, and decision-making rules applied in-branch (e.g., determining when to recommend specific solutions versus referring to a specialist).
• Provide written feedback aimed at improving explanations, outlining next steps, and framing tradeoffs for non-expert clients.
• Identify compliance and risk issues, clearly stating when to refrain from giving advice or escalate to another team.

Requirements

• Several years of relevant 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).
• Demonstrated ability to conduct needs-based financial discussions and connect everyday clients with suitable banking and basic investment solutions.
• Strong knowledge of 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 assisting clients with budgeting, expense management, debt repayment strategies, and building emergency savings.
• Strong personal financial planning expertise for a diverse client base.
• Excellent written communication skills, capable of conveying financial concepts in clear, empathetic, and straightforward language.
• High integrity, strong compliance orientation, and a strict commitment to client confidentiality.

Nice to Have

• Experience as a Financial Solutions Advisor or in a similar role bridging retail banking and investments.
• Relevant licenses or certifications (e.g., Series 6/7/63/65/66, insurance licenses, CFP), whether active or previously held.
• Experience in coaching or mentoring fellow bankers on sales conversations, financial assessments, or financial wellness programs.
• Familiarity with personal finance applications, digital advice journeys, or customer experience/process design work.