Join our client's team as a Personal Banker / Financial Solutions Advisor, where you will leverage your front-line service experience to shape the future of personal finance planning. Collaborate asynchronously with a leading AI lab to review realistic client scenarios and provide feedback that enhances AI systems, enabling them to offer better support to financial professionals and households in areas such as banking, budgeting, debt management, and basic investing.

Responsibilities

• Analyze scenarios that reflect real branch interactions (e.g., budgeting, mortgage and retirement planning, savings, investing) to advise a diverse client base.
• Assess AI-generated guidance for its relevance, clarity, and practicality for mass-market and mid-market clients.
• Document the questions, conversation flows, and decision-making rules utilized in-branch (e.g., determining when to recommend specific solutions or refer to specialists).
• Offer written feedback on improving explanations, next steps, and framing trade-offs for non-expert clients.
• Identify compliance and risk factors, clarifying when to withhold advice or escalate issues to another team.

Requirements

• Several years of hands-on experience in roles such as Personal Banker, Relationship Banker, Universal/Branch Banker, or Financial Solutions Advisor at major banks or credit unions (e.g., Bank of America / Merrill, Chase, Wells Fargo, Citi, PNC, Truist, regional banks).
• Proven ability to conduct needs-based financial conversations and connect clients with suitable banking and 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.
• Extensive personal financial planning experience across a diverse clientele.
• Exceptional written communication skills, capable of explaining financial concepts in clear, empathetic, and straightforward language.
• High integrity, strong compliance focus, 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 bankers on sales conversations, financial checkups, or financial wellness programs.
• Familiarity with personal finance applications, digital advice processes, or customer experience design.