Online Banking Subject Matter Expert Needed

Posted 2 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We're looking for a banking professional, certified financial planner, consumer banking expert, or other qualified financial specialist to provide expert insights for a series of reviews of online checking accounts, savings accounts, and certificates of deposit (CDs) for a financial products comparison website. Participation involves providing approximately 100-word responses to an 8-question questionnaire in a Google Doc. Payment for this project is $100; we anticipate the work will take about 2 hours. To qualify, you should be well-versed in and confidently able to differentiate between the products, features, and customer experience offered by the following financial institutions: *American Express National Bank *Bank of America *Barclays US *Bread Financial *Capital One 360 *Chime *CIT Bank *E*TRADE *OnePay *Openbank by Santander *PNC Bank *SoFi *Synchrony Bank *Varo Bank *Wells Fargo *Western Alliance Bank We're looking for thoughtful, experience-based commentary on topics such as: *Which institutions offer the strongest value for checking, savings and CDs? *Which banks are best suited for different customer profiles? *Trade-offs between rates, fees, digital experience and customer service? *How these institutions compare in today's online banking landscape? You must also meet at least ONE of the following criteria: *Bachelor's degree or higher in finance, accounting, economics or a related field, or relevant professional credentials (e.g. CFP®, CFA®, AFC®, CFEI®, CPA, etc.) *2+ years of professional experience in retail banking, consumer banking, financial planning, personal finance, bank product management or a closely related field You're a good fit if you: *Stay current on the consumer banking market and how major banks compare *Can explain the strengths and weaknesses of specific banks—not just banking concepts *Understand checking accounts, high-yield savings accounts and CDs beyond surface-level features *Can add practical expertise and real-world perspective that goes beyond publicly available marketing materials Note: We are looking for original, experience-based responses. AI-generated or AI-assisted submissions will not be accepted for this project.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • $40.00

    -

    $50.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Financial Writing
Content Writing
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:2 weeks ago
  • Hires:
    2
  • Interviewing:
    0
  • Invites sent:
    11
  • Unanswered invites:
    9
About the client
Member since Mar 31, 2020
  • France
    Nice1:53 PM
  • 198 hires, 39 active
  • 13,004 hours

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