micro1 · 9 hours ago
Personal Banker / Financial Solutions Advisor
United States
Part-time
Remote
Mid, Senior Level
4+ years expMicro1 is seeking a Personal Banker / Financial Solutions Advisor to help design the next generation of personal finance planning. The role involves reviewing client scenarios and providing feedback to improve AI systems that support financial services professionals and households with their banking and budgeting needs.
Artificial Intelligence (AI)ConsultingEmploymentHuman ResourcesRecruiting
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
Qualification
Required
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
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
Company
micro1
Micro1 offers an AI platform that converts human expertise into structured datasets and recruitment processes for companies.
51-200 employees
H1B Sponsorship
micro1 has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
Funding
Current Stage
Growth StageTotal Funding
$41.6MKey Investors
01 Advisors
2025-09-12Series A· $35M
2024-06-20Seed· $3.3M
2023-07-07Pre Seed· $3.3M
Leadership Team
Ali Ansari
founder/ceo
Amit Patel
Partner & Micro Developer
Recent News
The Verge
2025-12-15
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2025-12-06
Company data provided by crunchbase