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 - Northwest NJ Market This role is for a Financial Solutions Advisor at Bank of America. The primary responsibilities include providing financial advice, creating financial plans, recommending brokerage and investment products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the financial services and sales industries. It involves risk mitigation and adherence to regulatory requirements like the SAFE Act. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Southeast Wisconsin Market 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 in a fast-paced environment. | — | 0 |
| Private Wealth Client Associate |
| — |
| 0 |
| Relationship Banker This role is for a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building relationships, understanding client needs, and driving the client experience within a regulated financial environment. | — | 0 |
| Financial Center Manager - Forest Heights Financial Center Manages a financial center and its employees, focusing on client experience, operational excellence, and business results. Responsibilities include talent development, client engagement, managing business performance, and fostering a risk-aware culture. Requires leadership experience and strong client-facing skills. | — | 0 |
| Business Solutions Advisor - Torrance Sartori Financial Center 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 client outreach and follow-up. The role requires strong sales, customer service, and communication skills, with a proven sales track record and the ability to build partnerships. Experience with outbound phone sales and financial information is desired. | — | 0 |
| Relationship Banker - Santa Rosa area This role is for a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It emphasizes building client relationships and adhering to risk and regulatory guidelines within a financial services environment. | — | 0 |
| Financial Solutions Advisor - Central NJ 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 a financial plan, and recommending brokerage products. The role requires specific licenses and adherence to SAFE Act registration requirements. | — | 0 |
| Home Loans Servicing 1st Shift This role is a customer service position within Bank of America's Home Loans Servicing department. It involves resolving client requests via calls, chats, or emails, identifying client needs, recommending solutions (including for fraud), accurately recording data, escalating issues, and complying with regulations. The role requires strong communication, problem-solving, and computer proficiency, with a focus on delivering a positive client experience and deepening relationships through digital solutions. | — | 0 |
| Home Loans Serving Bilingual (Spanish) 1st Shift This role is a customer service position at Bank of America, focusing on resolving client requests related to home loans, including identifying fraud and ensuring compliance with financial regulations. It requires strong communication, problem-solving, and computer proficiency. | — | 0 |
| Relationship Banker - Padonia Financial Center This role is for a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and identifying financial needs to connect clients with appropriate solutions. It emphasizes building relationships, adhering to processes and regulations, and managing financial center traffic and cash responsibilities. The role requires strong communication, problem-solving, and adaptability skills, with a focus on client experience and operational excellence within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - South OC 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 defined stages of development within financial centers, with a strong emphasis on client-centricity and regulatory compliance. | — | 0 |
| Financial Solutions Advisor - S Brooklyn/Staten Island 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 and investment products, and identifying new clients. The role requires specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Windsor Plaza This role is responsible for providing comprehensive advice and customized financial solutions to clients, helping them achieve their financial goals. It involves triaging client leads, making referrals, and recommending banking and investment products. The position requires obtaining industry licenses and adhering to SAFE Act registration requirements for mortgage loan originations. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, educating them on self-service banking options, and assisting with transactions. The core responsibilities involve building client relationships, understanding their financial needs, and connecting them to appropriate solutions, while adhering to risk and regulatory guidelines. It emphasizes sales experience and cash handling. | — | 0 |
| Financial Solutions Advisor - Bergen East Market This role is a Financial Solutions Advisor at Bank of America, responsible for providing financial 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 specific licenses (Series 7 & 66) and experience in the investments and financial service industries. | — | 0 |
| Relationship Banker - Sudbury 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. | — | 0 |
| Relationship Banker This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and identifying financial needs to connect clients with appropriate banking solutions. It emphasizes building relationships, operational excellence, and adherence to risk and regulatory guidelines within a financial services context. | — | 0 |
| Financial Solutions Advisor - Summit & Essex - Bilingual Spanish Preferred 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 investment strategies, and referring clients to appropriate internal partners. The role requires specific financial licenses (Series 7 and 66) and experience in the investments and financial services industry. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Kips Bay Plaza 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 |
| Senior Banker II- Johnson Ranch Financial Center This role is for a Senior Banker at Bank of America, focusing on client relationships, identifying financial needs, and offering banking products and services. It involves sales, customer service, and cross-referring to specialists, with a strong emphasis on client engagement and adherence to regulatory requirements. | — | 0 |
| Financial Center Assistant Manager Manages a financial center, overseeing operations, client traffic, business results, and team leadership to ensure operational excellence and client satisfaction within a fintech domain. | — | 0 |
| Relationship Banker - Triangle Market Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. This is a customer-facing role within the financial services industry. | — | 0 |
| Financial Center Manager- Diablo Market This role manages a financial center, focusing on daily operations, employee management, client experience, and business results within a financial institution. It involves talent development, client engagement, operational excellence, and risk management, with a strong emphasis on leadership and achieving business outcomes. | — | 0 |
| Wealth Management Client Associate Client Associate role at Merrill Wealth Management (Bank of America) providing client service support to Financial Advisors, focusing on client relationships, operational excellence, and promoting bank offerings. Requires strong client-centric mindset and computer application skills. | — | 0 |
| Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market This role is for a Financial Advisor within Merrill Wealth Management at Bank of America, focusing on developing relationships with high-net-worth individuals, identifying their financial needs, and providing comprehensive wealth management and investment recommendations. The role involves building a book of business, prospecting for new clients, and collaborating with internal specialists and advisory teams. It requires strong sales, communication, and relationship-building skills, along with existing financial licenses. | — | 0 |
| Senior Banker II - North Royalton This role is for a Senior Banker at Bank of America, focusing on client relationship management, identifying financial needs, and offering banking products and solutions. It involves sales, service, and cross-selling to both individual and small business clients, with a strong emphasis on client experience and adherence to regulatory requirements. | — | 0 |
| Relationship Banker - Diablo Market This role at Bank of America focuses on client engagement within financial centers, educating them on self-service banking options and assisting with transactions. It emphasizes building client relationships to understand their financial needs and connecting them with appropriate solutions, while also managing cash responsibilities and adhering to risk and regulatory guidelines. | — | 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 acquiring new clients. It involves sales, financial analysis, and adherence to banking procedures. | — | 0 |
| Business Banking Relationship Manager This role is a Business Banking Relationship Manager at Bank of America, focused on providing financial solutions to small businesses, managing client relationships, and driving sales opportunities. It involves prospecting, opening accounts, and adhering to procedural guidelines within the fintech domain. | — | 0 |
| Financial Center Manager - Sonora Financial Center Manages a financial center and its employees, focusing on business ownership, client experience, operational excellence, and risk management within the fintech domain. This role involves talent development, client engagement, managing business results, and ensuring adherence to regulations. | — | 0 |
| Merrill Financial Solutions Advisor (Partially Licensed) – Mid-Land Market This role is for a Financial Solutions Advisor at Merrill Wealth Management, focusing on high-net-worth clients. Responsibilities include identifying client needs, developing relationships, reviewing investment goals, and preparing investment recommendations. The role involves leveraging technology, profiling clients, building a book of business, and potentially originating residential mortgage loans, requiring SAFE Act registration. It is part of an Advisor Development Program for career transitioners. | — | 0 |
| Financial Solutions Advisor - South Shore Market This role is a Financial Solutions Advisor at Bank of America, focusing on providing clients with financial advice and customized solutions to 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 and 66) and experience in the financial services and investments industry. | — | 0 |
| Relationship Banker - Newark & North Arlington, NJ Area Financial Centers - Full Time - Bilingual Spanish Required Relationship Banker role at Bank of America focused on client engagement, transaction processing, and identifying financial solutions. Requires strong communication, sales, and customer service skills within a regulated financial environment. | — | 0 |
| Financial Solutions Advisor Registration Candidate - Cincinnati Market 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 building client relationships. | — | 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. | — | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |