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 Center Manager - Crossings at Hobart Financial Center Manages a financial center and its employees, focusing on client service, operational excellence, and talent development within the financial services industry. | — | 0 |
| Relationship Banker- Prescott Valley Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. Emphasizes building relationships, understanding financial needs, and promoting self-service banking technologies. | — | 0 |
| Registered Wealth Management Client Associate This role supports Financial Advisors in a wealth management setting, focusing on client service, operational excellence, and risk management. It involves educating clients on offerings, managing relationships, and ensuring adherence to bank policies. Requires FINRA licenses and knowledge of investment products. | — |
| 0 |
| Relationship Banker Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. Requires strong customer service, sales, and cash handling skills. This is a traditional banking role with no AI/ML core craft. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It requires strong customer service, sales, and cash handling skills within a regulated financial environment. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and connecting clients with financial solutions. It requires strong customer service, sales, and communication skills within a regulated financial environment. | — | 0 |
| Relationship Banker 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 skills, and adherence to banking regulations. The role is not AI-related and is part of the mature fintech domain. | — | 0 |
| Client Services Representative II - Preferred Deposits - Richmond, VA Client Services Representative II at Bank of America, focused on resolving routine client requests via calls, chats, or emails in an inbound contact center. Responsibilities include identifying client needs, recommending solutions for fraud, accurately recording data, escalating issues, and complying with regulations. Requires strong communication, problem-solving, and computer proficiency, with experience in customer service and ideally the banking industry. | — | 0 |
| Financial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required) This role at Bank of America focuses 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 making referrals to business partners. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. It also involves risk mitigation and client engagement. | — | 0 |
| Financial Solutions Advisor - Rhode Island Market This role is for a Financial Solutions Advisor at Bank of America, focusing on providing clients with comprehensive advice and customized financial solutions to achieve their goals. Responsibilities include building financial plans, recommending brokerage and investment products, triaging client needs, and making referrals. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Fells point Financial Center This role is 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 based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. | — | 0 |
| Relationship Banker - West Cumming Financial Center Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Emphasizes building relationships, understanding client needs, and promoting self-service banking technologies. Requires strong communication, problem-solving, and sales skills within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market This role is for a Financial Solutions Advisor candidate at Bank of America. The candidate will obtain securities industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships, providing financial advice and solutions. The role progresses through stages of development, starting with training and potentially moving to a financial center role. It requires SAFE Act registration. | — | 0 |
| Relationship Banker - Austin South area Relationship Banker at Bank of America responsible for engaging clients, assisting with transactions, educating on self-service resources, and identifying client financial needs to connect them to solutions. The role involves processing cash transactions, building client relationships, and driving the client experience. | — | 0 |
| Relationship Banker Relationship Banker at Bank of America responsible for client engagement, processing transactions, and connecting clients to financial solutions. Focuses on building relationships and understanding client financial priorities. | — | 0 |
| Senior Trust Officer - Private Bank Senior Trust Officer for Private Bank at Bank of America, managing fiduciary and investment accounts for high-net-worth clients. Responsibilities include administration, business development, client relations, and ensuring regulatory compliance. Requires 5+ years of trust administration and estate planning experience. | — | 0 |
| Financial Solutions Advisor - Greater Queens NY Market This role is a Financial Solutions Advisor at Bank of America, focusing on providing financial advice, building financial plans, and recommending brokerage and investment products to clients. It requires licensed professionals with experience in the financial services and sales industries, emphasizing client relationship building and risk management. The role involves meeting financial goals and potentially residential mortgage loan origination, with specific SAFE Act registration requirements. | — | 0 |
| Financial Center Manager - Pennsylvania Avenue Financial Center Manages a financial center and its employees, focusing on business ownership, client-centricity, operational excellence, and talent development within a regulated financial services environment. | — | 0 |
| Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing financial advice, developing financial plans, recommending brokerage and banking products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the investment and financial service industries. It also involves risk mitigation and client relationship management. | — | 0 |
| Relationship Banker - Quincy - Newton Market Relationship Banker role focused on client engagement, transaction processing, and connecting clients with financial solutions at Bank of America. Emphasizes risk culture, operational excellence, and adherence to laws and regulations. Requires strong client relationship building, communication, and problem-solving skills, with a focus on self-service technologies. | — | 0 |
| Relationship Banker - Quincy - Newton Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions. Emphasizes building relationships, operational excellence, and adherence to regulations. Requires strong communication, problem-solving, and adaptability skills, with a focus on client needs and self-service technologies. | — | 0 |
| Business Solutions Advisor - Trinity at Mitchell Ranch Financial Center - Trinity, FL This role at Bank of America focuses on providing financial advice and guidance to clients, acquiring new clients, and deepening existing relationships. It involves analyzing client needs, recommending banking and borrowing solutions, and managing sales performance and operational risk. The role requires strong sales, communication, and customer service skills, with experience in business-to-business sales or small business banking being a plus. | — | 0 |
| Wealth Strategist This role focuses on providing wealth management and estate planning strategies for ultra-high net worth (UHNW) individuals and families within Merrill Wealth Management. It involves partnering with advisors to develop and implement customized financial plans, focusing on inter-generational wealth transfer, philanthropy, and risk management. The role may also involve authoring whitepapers and articles on relevant topics. | — | 0 |
| Global Research - Administrative Assistant This role provides high-level administrative support in a fast-paced, dynamic environment. It requires strong communication and customer service skills, advanced proficiency with Microsoft Office applications, and the ability to multitask and prioritize effectively. The position supports senior-level management, handles confidential information, coordinates travel (domestic and international), manages calendars and expenses, and communicates with executives, clients, and internal teams. The ideal candidate is polished, proactive, highly organized, and able to thrive under pressure. | — | 0 |
| Relationship Banker Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions to meet client needs. This is a customer-facing role within a traditional financial institution. | — | 0 |
| Financial Solutions Advisor Registration Candidate -SKOKIE AND EMERSON, IL 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 solution delivery. The role progresses through stages, starting with training and culminating in working in a financial center to provide banking and investment solutions. It requires registration under the SAFE Act. | — | 0 |
| Financial Solutions Advisor - Upstate New York Market This role at Bank of America is a Financial Solutions Advisor 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires licensed professionals with experience in the investments and financial service industries, focusing on client relationship building and sales. | — | 0 |
| Relationship Banker 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. The role emphasizes building relationships and understanding client financial needs to drive business growth within the financial institution. | — | 0 |
| Wealth Management Client Associate Client Associate role at Merrill Wealth Management, supporting Financial Advisors by providing client service, managing client relationships, and ensuring adherence to bank policies and procedures. Focuses on client advocacy, operational excellence, and identifying opportunities to deepen client relationships. | — | 0 |
| Relationship Banker - San Antonio NE area Relationship Banker role focused on client engagement, assisting with self-service banking, processing transactions, and identifying client financial needs to connect them with solutions. Requires sales experience and adherence to regulations. | — | 0 |
| Relationship Banker Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions to meet client needs. This role emphasizes building relationships, understanding financial priorities, and driving self-service adoption. | — | 0 |
| Relationship Banker This role is for a Relationship Banker at Bank of America. The primary responsibilities include engaging clients in the lobby to assist with self-service transactions, processing cash transactions, and having in-depth conversations to understand clients' financial priorities and connect them to appropriate solutions. The role emphasizes building client relationships, adhering to processes and regulations, and driving the client experience. It requires strong customer service, communication, and problem-solving skills, with a focus on results and client best interests. Experience in financial services and sales is desired. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing relationships with high-net-worth individuals, identifying their financial needs, and recommending investment products and services. It involves sales, client relationship management, and adherence to financial industry regulations and procedures. | — | 0 |
| Advisor Development Program Client Associate This role is an entry-level position within Bank of America's Merrill Wealth Management, designed to train individuals to become Financial Advisors. The initial phase involves obtaining securities licenses and providing client service support to existing Financial Advisors. The program progresses to building a book of business and managing client relationships, ultimately leading to the destination role of a Merrill Financial Advisor. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market This role is for a Financial Advisor within Merrill Wealth Management, focusing on developing client relationships, identifying financial needs, and recommending investment products and services. It involves building a book of business, prospecting, and collaborating with internal specialists. The role requires existing Series 7 & 66 licenses and experience in the financial service or sales industry. | — | 0 |
| Relationship Banker- Atlanta Northeast Market- Bilingual Spanish Required Relationship Banker at Bank of America responsible for client engagement, educating clients on self-service resources, processing transactions, and identifying client financial needs to connect them with solutions. Requires bilingual Spanish skills and a focus on sales and client relationship management within a regulated financial environment. | — | 0 |
| Relationship Banker- Atlanta Northeast Market- Bilingual Spanish Required Relationship Banker role at Bank of America focused on client engagement, assisting with self-service transactions, and identifying financial solutions. Requires bilingual Spanish skills and a focus on sales and customer service within a regulated financial environment. | — | 0 |
| Business Banking Relationship Manager - Orlando, FL - West Central Market This role focuses on managing relationships with small businesses, providing financial solutions, identifying sales opportunities, and acquiring new clients. It involves understanding client financial needs, offering relevant products and services, and collaborating with internal partners to drive business growth within the fintech domain. | — | 0 |
| Business Banking Relationship Manager - Blue Bell, PA This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, identifying new opportunities, and driving sales growth. It involves understanding client financial needs, leveraging knowledge of credit and digital capabilities, and collaborating with internal partners. The role requires strong sales, financial analysis, and communication skills, with a significant portion of time spent in the field. | — | 0 |
| Senior Banker - Oroville Area This role serves as a Senior Banker at Bank of America, acting as the primary point of contact for financial center clients. Responsibilities include identifying client needs (personal banking, consumer, and small business), offering solutions, connecting clients to specialists, and deepening relationships through platform services. The role also involves assisting clients with self-service transactions, providing exceptional care, and conducting proactive client outreach via calls and follow-ups. Adherence to established processes, laws, and regulatory requirements is critical, including account opening and maintenance. | — | 0 |
| Credit Solutions Advisor - Myles Standish Plaza This role is a Credit Solutions Advisor at Bank of America, responsible for originating loans for clients with residential mortgage needs. The role involves offering First Mortgage, HELOC, Auto Loans, Credit Cards, and Core Banking products, balancing sales performance with operational risk and client relationship management. It requires SAFE Act registration due to its involvement in residential mortgage loan origination. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Shelby Township, MI 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 solution delivery. The role progresses through defined stages of development within a financial center, aiming to help clients achieve their financial goals. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Greater KC 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 advising. The role progresses through stages, starting with licensing and training, and moving into a financial center to provide banking and investment solutions. It requires adherence to regulations like the SAFE Act and FINRA. | — | 0 |
| Relationship Banker - San Francisco Financial District Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial needs to connect clients with appropriate solutions. Emphasizes risk culture, operational excellence, and adherence to regulations. | — | 0 |
| Treasury Sales Officer II – Global Large Corporate Consumer & Retail This role is for a Treasury Sales Officer at Bank of America, focused on managing and growing treasury revenue within a portfolio of large corporate clients in the Consumer and Retail sector. Responsibilities include client engagements, account management, closing deals, and identifying/packaging treasury solutions. The role requires expertise in global treasury management products, services, and trends, with a focus on driving adoption of digital and real-time payments, and partnering with various internal teams to deliver customized solutions. | — | 0 |
| Relationship Banker - Redding, CA Area This role is for a Relationship Banker at Bank of America. The primary responsibilities include engaging clients to educate them on self-service banking options, processing transactions, and identifying client financial needs to connect them with appropriate solutions. The role emphasizes relationship building, operational excellence, and adherence to laws and regulations within the financial services industry. | — | 0 |
| Relationship Banker - Eastern Shores Market This role is for a Relationship Banker at Bank of America, focusing on client engagement, assisting with self-service transactions, processing cash, and identifying client financial needs and solutions. It emphasizes building relationships, adhering to risk and regulatory guidelines, and driving the client experience within a financial services context. | — | 0 |
| Relationship Banker - Eastern Shores Market Relationship Banker at Bank of America responsible for assisting clients with transactions, educating them on self-service resources, and identifying their financial needs to connect them with appropriate solutions. This role emphasizes client relationship building, sales, and operational excellence within a regulated financial environment. | — | 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 - Severna Park Financial Center This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building client relationships, understanding their financial needs, and adhering to bank processes and regulations. The role involves educating clients on self-service technologies and managing cash responsibilities. | — | 0 |