Currently tracking 14 active AI roles, up 75% versus the prior 4 weeks. Primary focus: Agent · Engineering. Salary range $105k–$225k (avg $192k).
| Title | Stage | AI score |
|---|---|---|
| Financial Solutions Advisor- West Charlotte Market This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. It involves building financial plans, recommending brokerage products, and managing client relationships within the financial services industry. The role requires specific licenses and experience in investments and sales. | — | 0 |
| Registered Private Wealth Client Associate Registered Private Wealth Client Associate at Bank of America (Merrill Wealth Management) providing client service support to Financial Advisors, managing client relationships, and ensuring adherence to bank policies and risk management. Requires FINRA SIE, Series 7, and Series 66 licenses, and knowledge of investment products. | — | 0 |
| Wealth Management Client Associate Client Associate role at Merrill Wealth Management, supporting Financial Advisors by providing client service, managing relationships, and promoting bank offerings. Focuses on operational excellence, risk management, and client advocacy within a regulated financial environment. |
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| 0 |
| Sr. Relationship Manager - Global Commercial Banking – Transformative Healthcare (Miami) Senior Relationship Manager for Bank of America's Transformative Healthcare segment, focusing on middle-market healthcare companies. Responsibilities include managing client portfolios, acquiring and deepening relationships, providing financial advice, and collaborating with internal teams. Requires extensive experience in Commercial or Investment Banking, strong financial acumen, and sales skills. Must obtain specific licenses within 180 days. | — | 0 |
| Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte) Senior Relationship Manager for Dealer Financial Services at Bank of America, focusing on managing and acquiring large dealership clients. Responsibilities include serving as a trusted advisor, collaborating with internal teams, and offering a wide range of financial products such as floor plan lines of credit, term loans, Capital Markets, M&A Advisory, Treasury/FX, Merchant Services, and employee benefits. The role requires extensive sales experience, financial analysis, and leadership skills to achieve revenue objectives. | — | 0 |
| Private Client Advisor II This role focuses on acquiring new clients, deepening existing relationships, and achieving business development goals within a private banking context. It involves leading the Client Management Process, partnering across the enterprise to deliver a Branded Client Experience, and providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management. The role also emphasizes client retention and may involve residential mortgage loan origination, requiring SAFE Act registration. | — | 0 |
| Financial Center Manager - Greer Main Financial Center Manages a financial center and its employees, focusing on business ownership, client-centricity, risk culture, operational excellence, and talent development within Bank of America's fintech domain. | — | 0 |
| Business Banking Sr. Relationship Manager - Greater Tampa Bay This role is a Senior Relationship Manager for Business Banking clients at Bank of America. It involves managing a portfolio of complex clients, acquiring and deepening relationships, providing financial advice and solutions, and collaborating with internal specialists. The role requires experience in commercial lending, business development, and portfolio management, with a focus on sales and financial analysis. | — | 0 |
| Business Banking Sr. Relationship Manager - Miami North This role is for a Business Banking Sr. Relationship Manager at Bank of America, focusing on providing financial advice and solutions to complex business clients. Responsibilities include managing a client portfolio, acquiring and deepening relationships, analyzing financial statements, and collaborating with internal specialists to deliver financial solutions. The role requires significant experience in commercial lending and business development, with a proven track record in sales and client relationship management. | — | 0 |
| Business Banking Relationship Manager - Miami Metro This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, and driving sales growth. The position requires a strong background in consultative sales, financial analysis, and knowledge of small business financial products and services. The role involves significant client interaction, prospecting, and collaboration with internal partners to meet business objectives. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking – Transformative Healthcare (Miami) Senior Relationship Manager for Bank of America's Transformative Healthcare segment, focusing on middle-market healthcare companies. Responsibilities include managing client portfolios, acquiring and deepening relationships, providing financial advice, and collaborating with internal specialists to deliver banking solutions. Requires extensive experience in Commercial or Investment Banking, strong financial acumen, and sales skills. | — | 0 |
| Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte) Senior Relationship Manager for Dealer Financial Services at Bank of America, focusing on managing and acquiring large dealership clients. Responsibilities include serving as a trusted advisor, collaborating with teammates, and offering a range of financial products like floor plan lines of credit, term loans, Capital Markets, M&A Advisory, Treasury/FX, Merchant Services, and employee benefits. Requires extensive sales experience in commercial dealership sales, financial analysis, and leadership. | — | 0 |
| Financial Center Manager - Greer Main Financial Center Manages a financial center and its employees, focusing on business ownership, client-centricity, risk culture, operational excellence, and talent development. Responsibilities include managing client traffic, business results, market initiatives, and fostering a positive client experience. The role also involves managerial duties such as opportunity and inclusion championing, process and data management, risk management, people coaching, financial stewardship, and enterprise talent leadership. | — | 0 |
| Business Banking Sr. Relationship Manager - Greater Tampa Bay This role is a Senior Relationship Manager for Business Banking clients at Bank of America. The primary focus is on managing a portfolio of complex clients, acquiring new business, deepening existing relationships, and providing financial advice and solutions. It involves understanding financial statements, industry trends, and collaborating with various internal specialists to meet client needs. | — | 0 |
| Business Banking Sr. Relationship Manager - Miami North This role is for a Senior Relationship Manager in Business Banking at Bank of America. The primary focus is on managing a portfolio of complex business clients, acquiring new clients, and providing financial advice and solutions. Key responsibilities include understanding client financial needs, collaborating with internal specialists, and driving profitable relationships. The role requires experience in commercial lending, business development, and portfolio management, with a strong emphasis on sales and client relationship management. | — | 0 |
| Business Banking Relationship Manager - Miami Metro This role focuses on managing and growing relationships with small business clients, providing financial solutions, identifying new opportunities, and driving sales within the fintech domain. It involves end-to-end client journey management, risk mitigation, and collaboration with internal partners. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, educating them on self-service options, processing transactions, and identifying financial solutions to meet their goals. It emphasizes building client relationships and adhering to risk and regulatory guidelines within a financial services environment. | — | 0 |
| Relationship Banker - Charlottesville, Virginia Area This role is for a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It requires strong customer service, sales, and operational skills within a regulated financial environment. | — | 0 |
| Relationship Banker - Loudoun Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires sales experience and strong customer service skills within a regulated financial environment. | — | 0 |
| Relationship Banker - 1580 Flatbush Financial Center - Bilingual Creole Required Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients to financial solutions. Requires bilingual Creole skills and a focus on customer service and sales within a financial center. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking (Middle Market) Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on managing a portfolio of complex clients, acquiring new business, and providing financial solutions. Requires extensive experience in commercial lending or investment banking, strong financial acumen, and sales skills. | — | 0 |
| Relationship Banker - Medfield Financial Center This role is a Relationship Banker at Bank of America, focusing on client engagement to educate and assist with self-service banking transactions (mobile, online, ATM). It involves processing cash transactions, understanding client financial needs, and connecting them to appropriate solutions. The role emphasizes risk culture, operational excellence, and adherence to laws and regulations. | — | 0 |
| Relationship Banker - South Portland- Millcreek Financial Center Relationship Banker at Bank of America responsible for engaging clients, assisting with transactions, and identifying financial solutions to meet client needs. Focuses on building relationships and promoting self-service technologies. | — | 0 |
| Credit Solutions Advisor - Arundel Mills This role is for a Credit Solutions Advisor at Bank of America, focused on originating loans for clients with residential mortgage needs. The primary responsibilities include offering First Mortgage and HELOC lending products, as well as other banking products, while balancing sales performance, operational risk, and client relationship management. The role requires adherence to SAFE Act registration requirements. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking (Middle Market) Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on managing a portfolio of complex clients, acquiring new business, and providing financial solutions. Requires significant experience in commercial lending or investment banking, strong financial acumen, and sales skills. | — | 0 |
| Financial Solutions Advisor Registration Candidate-Washington, DC Market This role is for a Financial Solutions Advisor Candidate at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review goals, and recommending products. The role requires obtaining specific financial licenses (Series 7 and 66) and involves SAFE Act registration for mortgage loan origination. It emphasizes building financial plans with brokerage products, recommending strategies, and identifying new clients. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Haymarket Financial Center This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, and recommending banking and investment products. The role requires obtaining industry licenses and managing client relationships. | — | 0 |
| Wealth Management Client Associate Client Associate for Wealth Management at Bank of America, providing client service support to Financial Advisors and clients, educating them on offerings, and managing relationships. | — | 0 |
| Senior Banker - Needham Highland Ave Financial Center This role is for a Senior Banker at Bank of America, focusing on serving financial center clients by uncovering their banking needs, offering solutions, and connecting them to specialists. Responsibilities include deepening client relationships, assisting with self-service transactions, providing client care, and conducting follow-up routines. The role requires sales experience, strong communication, problem-solving, and time management skills, with a focus on client satisfaction and adherence to regulatory requirements. | — | 0 |
| Market Financial Center Manager - Quincy - Newton Market Bank of America is seeking a Market Financial Center Manager to support a cluster of financial centers. This role involves managing as a business owner, fostering a team environment, and driving operational excellence and a client-centric and risk culture. Responsibilities include operating as a backup leader, managing client traffic, driving business results, creating a world-class client experience, and managing market-level initiatives. Managerial responsibilities include championing opportunity & inclusion, managing processes and data, acting as an enterprise advocate, managing risk, coaching team members, financial stewardship, talent leadership, and driving business outcomes. Required qualifications include leadership experience, ability to influence and collaborate, customer service skills, financial and business acumen, risk management experience, strong interpersonal and organizational skills, and strong communication skills. Desired qualifications include management experience, experience in consumer banking/financial services, and bilingualism. The role requires a High School Diploma/GED and offers a salary range of $72,000 - $90,300. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking – Healthcare, Education, Not-for-Profit Group (Cleveland, Columbus, Cincinnati, Pittsburgh, Indianapolis, Detroit) Senior Relationship Manager for Bank of America's Global Commercial Banking group, focusing on Healthcare, Education, and Not-for-Profit clients. Responsibilities include managing a portfolio, acquiring and deepening client relationships, providing financial advice and solutions, and collaborating with internal specialists. Requires extensive experience in commercial lending/finance/relationship management and strong sales and financial acumen. | — | 0 |
| Relationship Banker - Hunt Valley-York Road Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients to financial solutions. Requires strong customer service, sales, and problem-solving skills within a regulated financial environment. | — | 0 |
| Relationship Banker - Garrison Forest Financial Center This role is a Relationship Banker at Bank of America, focused on client engagement, processing financial transactions, and identifying client needs to connect them with appropriate financial solutions. It emphasizes building client relationships, adhering to risk and regulatory guidelines, and driving the client experience within a financial center. | — | 0 |
| Relationship Banker - Wilmington Market This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and identifying client financial needs to connect them with solutions. It emphasizes building relationships, adhering to risk and compliance guidelines, and promoting self-service banking technologies. | — | 0 |
| Relationship Banker - Maryland Central Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Requires strong customer service, sales, and cash handling skills. This is a traditional banking role with no AI/ML component. | — | 0 |
| Relationship Banker - Eastern Shores Market Relationship Banker role focused on client engagement, transaction processing, and identifying financial solutions within a regulated fintech environment. The role emphasizes building client relationships, educating them on self-service technologies, and adhering to established processes and regulations. | — | 0 |
| Relationship Banker - Gateway Plaza Financial Center Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions to meet client goals. This role focuses on building client relationships and driving self-service adoption. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Forsyth Clayton, MO This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. The role progresses through stages, starting with licensing and training, moving to client interaction in a financial center, and potentially advancing to a Stage II advisor role. It requires registration under the SAFE Act. | — | 0 |
| Senior Banker This role is for a Senior Banker at Bank of America, focusing on client relationship management, sales, and providing financial solutions. It involves serving as the primary point of contact for clients, uncovering their banking needs, offering solutions, and connecting them with specialists. The role requires proactive client engagement, adherence to regulatory requirements, and a strong focus on client experience and operational excellence within a financial center setting. | — | 0 |
| Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) This is a trainee role for an Investment Specialist at Bank of America, focusing on phone-based client service, identifying client needs, referring sales opportunities to specialized teams, and obtaining financial services licenses (SIE, Series 7, Series 66). The role involves managing products, trading in self-directed accounts, and maintaining knowledge of various products. | — | 0 |
| Merrill Market Client Relationship Manager This role is a Market Client Relationship Manager at Merrill Wealth Management (Bank of America) focused on leading service delivery, digital offerings, and wealth management banking strategy within a market. It involves managing client associates and operations staff, driving responsible growth, minimizing risks, and ensuring compliance with policies and procedures. The role partners with financial advisors and market leadership to execute strategy and deliver a branded client service model. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Chicago This role is for a Sr. Relationship Manager in Global Commercial Banking at Bank of America. The primary focus is on managing and growing a portfolio of complex commercial clients, providing financial advice and solutions, and acquiring new business. It involves deep understanding of financial statements, industry trends, and collaborating with various banking specialists. The role requires significant experience in commercial lending or investment banking, strong sales and financial acumen, and the ability to manage client relationships and facilitate transactions. Licensing is required within 180 days of hire. | — | 0 |
| Wealth Management Client Associate Client Associate for Wealth Management at Bank of America, providing client service support to Financial Advisors, educating clients on offerings, and managing client relationships. | — | 0 |
| Relationship Banker - Garrison Forest Financial Center Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions. Focuses on building client relationships and driving self-service adoption while adhering to risk and regulatory guidelines. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Forsyth Clayton, MO This role is for a Financial Solutions Advisor candidate at Bank of America, focusing on obtaining securities licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management and financial advice. The role progresses through stages, starting with licensing and training, then moving to client interaction in a financial center, and potentially advancing to a Stage II role with a portfolio of clients. It requires registration under the SAFE Act. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Chicago Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on managing and growing client portfolios, providing financial solutions, and collaborating with internal specialists. Requires extensive experience in commercial lending or investment banking, strong financial acumen, and sales skills. The role is client-facing and involves managing relationships with companies with annual revenues between $50 million and $2 billion. | — | 0 |
| Relationship Banker -Ontario Market This role is for a Relationship Banker at Bank of America, focusing on client engagement to assist with transactions, educate on self-service resources, and identify financial solutions. It involves building client relationships, managing cash, and adhering to regulations within a fintech domain. | — | 0 |
| Registered Wealth Management Client Associate This role provides client service support to Financial Advisors (FAs) within Merrill Wealth Management, focusing on operational excellence, client advocacy, and customizing solutions. Responsibilities include educating clients on services, ensuring accuracy in client materials, identifying and deepening client relationships, and supporting team activities. Requires FINRA SIE, Series 7, and Series 66 licenses, advanced industry knowledge, and a client-centric mindset. | — | 0 |
| Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Financial Solutions Advisor at Bank of America responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes building financial plans, recommending brokerage products, and making referrals to business partners. Requires Series 7 and 66 licenses and experience in the investments and financial service industries. | — | 0 |
| Market Financial Center Manager - Arlington Market This role is for a Market Financial Center Manager at Bank of America, responsible for overseeing a cluster of financial centers, managing client traffic, driving operational excellence, and fostering a client-centric and risk-aware culture. It involves backup leadership, business results management, and potentially managing associates, with a strong emphasis on leadership experience, customer service, financial acumen, and risk management. | — | 0 |