Personal Banker / Financial Solutions Advisor
Required Skills
consumer banking products expertise
client needs assessment
budgeting and debt management
written and verbal communication
compliance and risk management
About micro1
micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.
Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI.
Job Description

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.

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