Role Description

Mercor is partnering with a leading AI research group to engage experienced banking professionals in a high-impact project focused on training and refining advanced AI systems. This opportunity involves providing high-quality annotations and data inputs across diverse banking domains, including corporate banking operations, retail services, loan processing, customer account management, and financial product offerings.

As an AI Banking Data Specialist , you will help shape how advanced AI models understand and reason about real-world financial processes. This role requires analytical rigor, adaptability, and a passion for technological innovation within the banking industry.

This is a full-time opportunity suited for professionals with extensive experience in banking or financial services who are eager to apply their expertise to the development of next-generation AI systems.

Key Responsibilities

• Use proprietary software to label, annotate, and evaluate AI-generated outputs related to financial services
• Deliver curated, high-quality data for corporate banking, retail banking, loan management, and financial product development
• Collaborate with technical and research teams to train and refine AI models for banking applications
• Assist in designing and improving annotation tools and workflows tailored for financial datasets
• Identify and analyze complex problems in banking domains to enhance AI model reasoning and performance
• Apply sound judgment and maintain precision while adapting to evolving task instructions

Qualifications

• Professional experience in banking, finance, or related fields (e.g., corporate or retail banking, loan processing, or financial product management)
• Excellent written and verbal communication skills in English
• Strong analytical, organizational, and problem-solving skills
• Ability to work independently and interpret complex instructions with accuracy
• Demonstrated interest in financial technology, AI, or digital innovation

Preferred Qualifications

• Relevant certifications such as CFA, FRM, CBCA, CAMS, or CPA
• Experience mentoring or training professionals in banking or finance
• Familiarity with AI systems, data annotation workflows, or technical environments
• Comfort recording short audio or video clips for model training datasets

More About the Opportunity

• Remote or in-person (Palo Alto, CA); in-office requires 5 days/week
• Initial schedule: 9:00am–5:30pm PST for two weeks; then your local timezone
• Personal computer must be a Chromebook, Mac (macOS 11+), or Windows 10+ device
• Reliable smartphone access required
• U.S.-based applicants must reside outside of Wyoming and Illinois
• Visa sponsorship not available

Compensation & Contract Terms

• $45–100/hour for U.S.-based professionals, depending on experience and location
• International pay rates available upon request
• You’ll be classified as an independent contractor
• Payments issued regularly for services rendered
• Hourly pay is part of a broader rewards package; benefits vary by country

Application Process

• Submit your resume to get started
• Complete a 15-minute screening interview
• If selected, proceed to:
  • A technical deep-dive on your financial expertise and data annotation experience
  • A take-home challenge involving banking or financial data labeling
  • A team meet-and-greet with project collaborators
• The full interview process is designed to conclude within one week