{"id":325395,"date":"2026-06-21T00:00:00","date_gmt":"2026-06-20T23:00:00","guid":{"rendered":"https:\/\/www.remotetribe.life\/remotejobs\/job\/senior-customer-service-representative-banking-freelance-ai-trainer\/"},"modified":"2026-06-21T00:00:00","modified_gmt":"2026-06-20T23:00:00","slug":"senior-customer-service-representative-banking-freelance-ai-trainer","status":"publish","type":"job_listing","link":"https:\/\/www.remotetribe.life\/remotejobs\/job\/senior-customer-service-representative-banking-freelance-ai-trainer\/","title":{"rendered":"Senior Customer Service Representative (Banking) \u2013 Freelance AI Trainer"},"content":{"rendered":"<p><em>Please submit your CV in English and indicate your level of English proficiency.\u00a0<\/em><\/p>\n<p>Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems.\u00a0<strong>Participation is\u00a0project-based, not permanent employment.<\/strong><\/p>\n<p><strong>What this opportunity involves<\/strong><\/p>\n<p>While each project involves unique tasks, contributors may:<\/p>\n<ul>\n<li>Design and evaluate fee inquiry scenarios \u2014 verifying that fee amounts and category names match the bank&#8217;s disclosed fee schedule exactly, and flagging cases where the system charge and the schedule diverge;<\/li>\n<li>Write statement clarification test cases that require distinguishing a descriptor-mapping question from a real fraud claim, and routing each correctly;<\/li>\n<li>Create autopay setup scenarios with deliberate traps: incorrect payee, insufficient-funds policy, wrong draft date, or missing confirmation steps;<\/li>\n<li>Build statement reprint cases that test realistic timing communication \u2014 including archived statements, fee citation, and the difference between self-service and manual retrieval channels;<\/li>\n<li>Develop beneficiary update scenarios that probe when a routine POD change crosses into ERISA\/spousal-consent territory and requires specialist routing;<\/li>\n<li>Design card replacement cases with time-sensitive card-block urgency, fraud-signal recognition, interim mobile-wallet guidance, and delivery option trade-offs;<\/li>\n<li>Author account closure scenarios testing retention-offer eligibility logic, pending-transaction checks, and refusal to extend offers to ineligible customers;<\/li>\n<li>Write fraud claim warm-handoff cases \u2014 immediate card block, intake information capture, Regulation E clock awareness, and clean transfer to the disputes team;<\/li>\n<li>Grade responses on both factual accuracy and conversational tone: empathy under pressure, voice vs. chat register, and clarity without over-promising.<\/li>\n<\/ul>\n<p><strong>What we look for<\/strong><\/p>\n<p>This opportunity is a good fit for experienced retail-banking customer service professionals open to part-time, non-permanent projects. Ideally, contributors will have:<\/p>\n<ul>\n<li>No specific degree required \u2014 for this agent, employer, tenure, and role progression are stronger signals than academic background; a degree in Business, Finance, Communications, or a related field is a positive signal but not a filter;<\/li>\n<li>3+ years of front-line or supervisory experience in a U.S. bank or credit union call center, branch, or contact center;<\/li>\n<li>Ability to read a bank fee schedule and identify which fee applies to a specific transaction without assistance;<\/li>\n<li>Routing judgment \u2014 clear instinct for what is and isn&#8217;t servicing&#8217;s job (fraud goes to disputes; retirement-beneficiary complexity goes to a specialist; loan questions go to loan servicing);<\/li>\n<li>Familiarity with Regulation E timing windows: the 60-day customer dispute window, the bank&#8217;s 10\/45-day investigation windows, and what starts the clock;<\/li>\n<li>Awareness of ERISA spousal-consent requirements on retirement accounts and community-property state rules for beneficiary changes;<\/li>\n<li>Experience with retention-offer eligibility verification \u2014 knows not to extend offers indiscriminately to customers threatening to close;<\/li>\n<li>Ability to calibrate tone between voice-call (warmer, conversational) and chat (compact, direct) registers;<\/li>\n<li>QA analyst, call-center trainer, or conversation designer background is a strong positive signal for grader roles;<\/li>\n<li>AAP (Accredited ACH Professional) credential is a strong signal for autopay and electronic-payment tasks;<\/li>\n<li>Strong written English (C1+).<\/li>\n<\/ul>\n<p><strong>How it works\u00a0<\/strong><\/p>\n<p>Apply \u2192 Pass qualification(s) \u2192 Join a project \u2192 Complete tasks \u2192 Get paid<\/p>\n<p><strong>Project time expectations\u00a0<\/strong><\/p>\n<p>For this project, tasks are estimated to require around 10\u201320 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active.\u00a0<\/p>\n<p><strong>Compensation\u00a0<\/strong><\/p>\n<p>On this project, contributors can earn up to\u00a0<strong>$60 per hour equivalent<\/strong>, depending on their level and pace of contribution. <\/p>\n<p>Compensation varies across projects depending on scope, complexity, and required expertise. Please note that other projects on the platform may offer different earning levels based on their requirements.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Please submit your CV in English and indicate your level of English proficiency.\u00a0 Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving&#8230;<\/p>\n","protected":false},"author":1,"featured_media":325396,"template":"","meta":{"_promoted":"","_job_location":"USA","_application":"https:\/\/jobicy.com\/jobs\/147346-senior-customer-service-representative-banking-freelance-ai-trainer","_company_name":"Mindrift","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-categories":[179],"job-types":[16],"job_listing_tag":[205,206,171,207],"class_list":["post-325395","job_listing","type-job_listing","status-publish","has-post-thumbnail","hentry","job_listing_category-customer-support","job_listing_type-full-time","job_listing_tag-client-service","job_listing_tag-customer-help","job_listing_tag-customer-service","job_listing_tag-support-specialist","job-type-full-time"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - 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