Mindrift
Banking
RetentionSpecialist(Banking)FreelanceAITrainer
“Retention Specialist (Banking) - Freelance AI Trainer at Mindrift. Skills: Banking, Customer Service, AI Training. Design fee inquiry scenarios. Write statement clarification test cases”
Industry & Context.
What They're Looking For.
Must Have
3+ years of front-line or supervisory experience in a U. S. bank or credit union call center, branch, or contact, Ability to read a bank fee schedule and identify which fee applies to a specific transaction, Routing judgment, Familiarity with Regulation E timing windows, Awareness of ERISA spousal-consent requirements on retirement accounts and community-property state rules for beneficiary, Experience with retention-offer eligibility verification, Ability to calibrate tone between voice-call (warmer, conversational) and chat (compact, direct), written English (C1+)
Nice to Have
degree in Business, Finance, Communications, or a related field, QA analyst, call-center trainer, or conversation designer background, AAP (Accredited ACH Professional) credential
What You'll Do.
Design fee inquiry scenarios
Write statement clarification test cases
Create autopay setup scenarios
Build statement reprint cases
Develop beneficiary update scenarios
Design card replacement cases
Author account closure scenarios
Write fraud claim warm-handoff cases
Grade responses on factual accuracy
Grade responses on conversational tone
How You'll Work.
Communication Scope
Conversational tone; Empathy under pressure; Voice vs. chat register; Clarity without over-promising
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