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 |
|---|---|---|
| Credit Underwriter II - Custom Lending - Global Wealth & Investment Management This role is for a Credit Underwriter II at Bank of America, focusing on custom lending for Global Wealth & Investment Management. The primary responsibilities involve analyzing client creditworthiness, evaluating risks, writing credit approval memos, and managing a loan portfolio. The role requires strong financial analysis, accounting skills, and experience in deal structuring for complex client balance sheets. It does not involve AI/ML development. | — | 0 |
| Commercial Credit UW I-II or Senior Commercial Credit Underwriter at Bank of America responsible for underwriting and structuring credit transactions, managing a portfolio of clients, performing financial analysis, and ensuring adherence to credit policies and regulatory requirements. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market This role is for a Financial Advisor within Merrill Wealth Management at Bank of America. The primary focus is on developing client relationships, identifying financial needs, and recommending investment products and services. It involves sales, client management, and adherence to financial industry regulations and procedures. The role is part of a development program designed for individuals transitioning into a financial advisory career. |
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| Credit Analyst II This role analyzes client credit worthiness, evaluates risks, and writes credit approval memos. Responsibilities include analyzing financial data, ensuring compliance with risk appetite, and supporting credit underwriting and monitoring processes. Requires experience in credit analysis, financial analysis, and proficiency in Excel for financial modeling. | — | 0 |
| Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area This role is 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 client leads, making referrals, and recommending banking and investment products. The role requires obtaining industry licenses and SAFE Act registration for mortgage loan origination. | — | 0 |
| Business Banking Centralized Specialist - Plano, TX This role provides Small Business products, services, and strategies to clients over the phone, focusing on acquiring and deepening client relationships, client delight, and retention through inbound calls and referrals. It also involves opening deposit accounts and making referrals for treasury and payroll services, collaborating with sales and support partners across the enterprise. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Orlando Metro Market This role is for a Financial Solutions Advisor Candidate at Bank of America. The primary focus is on obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and sales. The role progresses through defined stages, starting with training and licensing, then moving to client-facing advisory in a financial center, and potentially advancing to further roles within the company. It requires registration under the SAFE Act for mortgage origination. | — | 0 |
| Relationship Banker - Columbus, OH Area Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. This role emphasizes building relationships, understanding client needs, and driving the client experience within a regulated financial environment. | — | 0 |
| Relationship Banker Relationship Banker role at Bank of America focused on client engagement, processing transactions, and connecting clients with financial solutions to meet their goals. This role emphasizes building relationships, understanding client needs, and promoting self-service banking technologies. | — | 0 |
| Spanish Credit Assistance Specialist 2nd Shift Tampa FL This role at Bank of America focuses on providing credit assistance and solutions to clients, primarily through outbound calls to delinquent accounts. Responsibilities include negotiating repayment plans, determining client solutions within compliance guidelines, and achieving performance indicators. The role requires Spanish and English proficiency, customer service experience, strong communication and negotiation skills, and the ability to navigate computer systems and make sound judgments. | — | 0 |
| Credit Assistance Specialist 2nd Shift Tampa FL This role focuses on providing credit assistance and solutions to clients, primarily through outbound calls to delinquent accounts. It involves negotiating repayment plans, ensuring compliance with collections guidelines, and utilizing problem-solving and decision-making skills to meet both client and bank needs. The role requires customer service experience, strong communication and negotiation skills, and the ability to navigate computer systems. | — | 0 |
| Investments Asset Transfer Processor - Chandler, AZ This role at Bank of America focuses on processing investment asset transfers, managing cases from start to finish, and providing client and home office support. It involves handling complex issues, risk mitigation, and ensuring adherence to policies and procedures within the Merrill product suite. | — | 0 |
| Relationship Banker - Phoenix Central Area This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. It involves educating clients on self-service tools and building relationships within the financial center. | — | 0 |
| Divisional Credit Manager - Global Wealth & Investment Management This is a Divisional Credit Manager role at Bank of America, leading a team of Credit Advisors to deliver credit solutions to Private Bank clients. The role focuses on growing loan balances and revenue, managing risks, and developing talent within the wealth management sector. | — | 0 |
| 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 customized solutions. Responsibilities include educating clients on offerings, ensuring accuracy in materials, assisting with policy alignment, identifying and deepening client relationships, and supporting team activities. The role requires a client-centric mindset, strong work ethic, and the ability to learn new technologies. Desired qualifications include FINRA licenses and industry knowledge. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater Oakland Market This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and then developing foundational skills in client relationship management, financial advice, and offering banking and investment solutions. The role progresses through stages, starting with training and potentially moving to a financial center or phone-based capacity. It emphasizes client-centricity, consultative selling, and adherence to financial regulations. | — | 0 |
| Relationship Banker - Northwood Financial Center Relationship Banker at Bank of America responsible for client engagement, processing transactions, identifying client financial needs, and connecting them to solutions. The role involves educating clients on self-service technologies and managing financial center traffic. Requires strong sales, communication, and problem-solving skills, with a focus on risk culture and operational excellence. | — | 0 |
| Technology Services Lead Lead the Equities Cash Execution support team, focusing on delivering and maintaining critical electronic trading and connectivity capabilities. This role involves leading a team, collaborating with global technology heads and business stakeholders, and ensuring operational excellence across the trading stack. | — | 0 |
| Financial Solutions Advisor Registration Candidate Western MD market This role is for a Financial Solutions Advisor candidate at Bank of America. The primary focus is on obtaining securities industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client relationship management, financial advice, and solution delivery. The role progresses through stages, starting with training and potentially moving to a financial center role, with opportunities for advancement within the company. | — | 0 |
| Regional Manager Oil & Gas Accounting and Client Service/ SAM Regional Manager Regional Manager for Oil & Gas Accounting and Client Service at Bank of America, overseeing non-financial assets like land, timber, real estate, and mineral interests. Responsibilities include revenue growth, new business development, client relationship management, financial goal management, team development, risk management, and fiduciary management of oil, gas, and mineral assets, including Joint Interest Billing (JIB) and revenue validation. | — | 0 |
| Senior Trust Officer Senior Trust Officer role at Bank of America focused on managing fiduciary and investment accounts for high-net-worth clients. Responsibilities include overseeing account administration, business development, client engagement, wealth planning, and risk management, ensuring compliance with regulatory and legal requirements. | — | 0 |
| Financial Solutions Advisor - Colorado North Market Financial Solutions Advisor at Bank of America responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners, and meeting with clients to review financial and investment goals and recommend products. This role requires specific licenses and adherence to SAFE Act registration requirements. | — | 0 |
| Talent Acquisition Consultant II - Merrill Lynch Wealth Management This role is for a Talent Acquisition Consultant II at Merrill Lynch Wealth Management, focusing on hiring experienced financial advisors. Responsibilities include managing the end-to-end hiring process, developing sourcing strategies, screening candidates, partnering with senior leaders, and ensuring compliance with recruitment regulations. The role requires experience in professional recruiting, particularly within the financial services or wealth management industry, and involves cold calling and candidate assessment. | — | 0 |
| Treasury Sales Officer II - Not for Profit Healthcare & Higher Education This role is for a Treasury Sales Officer II at Bank of America, focusing on the Not For Profit Healthcare and Higher Education sectors. The officer will manage and pursue treasury revenue streams, product penetration, and client engagements, acting as a trusted advisor for working capital, financial technology, and treasury solutions. Responsibilities include client calls, identifying opportunities, driving collaboration, and advising on digital strategies and payment solutions. | — | 0 |
| Business Banking Relationship Manager 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. It involves prospecting, opening accounts, and adhering to procedural guidelines within the financial services industry. | — | 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 financial needs, and referring clients to specialized sales teams. The role requires obtaining SIE, Series 7, and Series 66 licenses and aims to build a long-term career in financial services. | — | 0 |
| Public Policy & Client Engagement Lead This role supports the Executive Vice Chair for Public Policy & Client Engagement by coordinating and synthesizing information related to macroeconomic, financial market, and monetary policy developments. The lead will prepare executive-ready materials, support outreach to policymakers and clients, and facilitate cross-functional collaboration to ensure timely and accurate information for strategic engagements. | — | 0 |
| Business Solutions Advisor - Greater Silicon Valley Market This role is a Business Solutions Advisor at Bank of America, focusing on providing financial advice and guidance to clients. It involves acquiring and deepening client relationships, analyzing financial needs, recommending banking and borrowing solutions, and managing client outreach and follow-up. The position requires sales experience, strong communication and customer service skills, and the ability to build partnerships. It is a client-facing role within a financial center environment. | — | 0 |
| Analyst/Associate, Software Equity Research Equity Research Analyst/Associate role at Bank of America focusing on the Software sector. Responsibilities include writing reports, building financial models, analyzing stock valuations, and communicating with companies, clients, sales, and trading teams. Requires familiarity with financial statements and a passion for the stock market. | — | 0 |
| Investments Account Maintenance Generalist This role supports Merrill's operations by handling routine account maintenance transactions, processing documents, and providing customer service. It involves data entry, account updates, and adherence to established policies and procedures in a production environment. | — | 0 |
| Senior Banker This role is for a Senior Banker at Bank of America, focusing on serving financial center clients by identifying their personal and small business banking needs, offering solutions, and connecting them to specialists. Responsibilities include deepening client relationships, assisting with transactions, providing client care, and proactively engaging clients through calls and follow-ups. The role requires adherence to processes, laws, and regulatory requirements, and involves managing client interactions for the benefit of both the client and the bank. | — | 0 |
| Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) This role is for an Investment Specialist Trainee at Bank of America, focusing on phone-based client service and sales referrals. It requires obtaining SIE, Series 7, and Series 66 licenses to build a career in financial services. | — | 0 |
| Financial Solutions Advisor - Westchester / Bronx Market 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 triaging client leads, making referrals, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Retail Client Manager - Consumer Vehicle Lending/Dealer Sales - Nashville, TN Market This role is a Retail Client Manager focused on developing and managing dealer relationships to increase auto and RV loan production for Bank of America's Consumer Vehicle Lending division. Responsibilities include prospecting new clients, articulating program benefits, managing dealer portfolios, working with underwriting, executing risk management activities, and capturing market intelligence. The role requires strong sales, communication, and negotiation skills, with a minimum of 5 years of experience in retail financing sales to automotive dealerships or equivalent outside sales. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater DFW Market 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 advisory. The role progresses through stages of development within financial centers, with opportunities for advancement. | — | 0 |
| Financial Solutions Advisor - Albany / Hudson Valley Market This role is for a Financial Solutions Advisor at Bank of America, focusing on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. It is a client-facing sales and advisory position within a regulated environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Skidaway Island This role focuses on providing financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include developing financial plans, recommending banking and investment strategies, triaging client requests, and identifying new clients. The role requires licensed professionals with experience in the financial service industry and sales. | — | 0 |
| Business Solutions Advisor - Englewood-Palisades Financial Center - Englewood, NJ This role is a Business Solutions Advisor at Bank of America, focused on providing financial advice, guidance, and sales of banking and borrowing products to clients. It involves acquiring new clients, deepening existing relationships, analyzing financial needs, and recommending customized solutions. The role requires strong sales, customer service, and communication skills, with an emphasis on managing client end-to-end experience and operational risk within a financial center setting. | — | 0 |
| Cyber Security Third Party Governance and Planning Analyst This position will be a member of the Third Party Cyber Security Assurance (TPCA) organization in Global Information Security (GIS), responsible for developing, maintaining, and communicating third party information security requirements. The position will be a key player in driving strategic initiatives focused on the design of Third Party Cyber Assurance (TPCA) program requirements. Additionally, position requires interaction with technical subject matter experts, GIS Policy team, the third party cyber assessment team, and the internal and external third party management community. In addition to tactical activities, the position will be a key player in driving strategic initiatives to transform the processes by which our third party information security requirements are created and aligned to third parties, including reviewing and adopting industry best practices. | — | 0 |
| Financial Solutions Advisor - Central South NJ Market This role is for a Financial Solutions Advisor at Bank of America, focusing on providing comprehensive advice and customized financial solutions to clients. Responsibilities include developing financial plans, recommending brokerage products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the investment and financial service industries. | — | 0 |
| Financial Solutions Advisor - Manhattan South Market This role is a Financial Solutions Advisor at Bank of America, focused on providing clients with financial advice and customized solutions to help them achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads. The role requires specific licenses (Series 7 & 66) and experience in the investment and financial service industries. | — | 0 |
| Vice President; Investment Banker Investment Banker at Bank of America focusing on the Industrials sector, responsible for originating and executing M&A and capital markets transactions, leading due diligence, and managing junior bankers. Requires a Master's degree and 3 years of experience in global investment banking. | — | 0 |
| Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Mount Laurel, NJ This role is for a Financial Solutions Advisor Trainee at Bank of America's Merrill Wealth Management. The program focuses on training individuals to become licensed financial advisors, equipping them with skills in client relationship management, financial planning, and product/service alignment. It involves obtaining securities licenses (SIE, Series 7, Series 66) and providing phone-based financial advice and guidance to clients, identifying solutions for investment, savings, and liability management. | — | 0 |
| Financial Solutions Advisor - Savannah, GA This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing financial advice, creating financial plans, recommending brokerage products, and referring clients to business partners. The role requires licensed professionals with experience in the investment and financial services industry, focusing on client relationship management and sales. | — | 0 |
| Sr. Relationship Manager - Global Commercial Banking – Healthcare, Education, Not-for-Profit Group (Iselin, NJ) Senior Relationship Manager for Bank of America's Global Commercial Banking division, focusing on the Healthcare, Education, and Not-for-Profit sector. The role involves managing a portfolio of clients, acquiring new business, and providing financial advice and solutions. Requires extensive experience in commercial lending and relationship management, with a strong understanding of corporate finance and risk management. Must obtain specific securities licenses within 180 days. | — | 0 |
| Wealth Management Client Associate- West Central Michigan Market This role provides client service support to Financial Advisors within Merrill Wealth Management, focusing on operational excellence, client relationship management, and promoting the bank's offerings. It involves acting as a primary point of contact for client service needs and supporting daily team activities. | — | 0 |
| Senior Banker - Bluffton Commons Financial Center This role is for a Senior Banker at Bank of America, focusing on client relationship management, offering financial solutions, and driving sales within a financial center. It involves serving as the primary point of contact for clients, uncovering their banking needs, and connecting them to appropriate services and specialists. The role requires sales experience, strong communication, and adherence to regulatory requirements. | — | 0 |
| Relationship Banker - Savannah Mall Financial Center Relationship Banker at Bank of America responsible for client engagement, transaction processing, and identifying financial solutions to meet client needs. Focuses on building relationships and driving self-service adoption. | — | 0 |
| Relationship Banker - Lexington Highway 378 Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial needs to connect clients with solutions. Requires strong sales, communication, and problem-solving skills, with experience in financial services and cash handling preferred. | — | 0 |
| Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Senior Credit Underwriter role at Bank of America focused on custom lending for Global Wealth & Investment Management. Responsibilities include performing risk assessment, repayment capacity analysis, documenting credit analysis, evaluating financial information, assessing adherence to policy, providing loan structure recommendations, and monitoring portfolio performance for ultra-high-net-worth clients. Requires strong financial analysis, deal structuring, and credit experience. | — | 0 |