E-3 Visa Treasury Operations Analyst Jobs
Treasury Operations Analyst roles in cash management, liquidity reporting, and FX settlements qualify as E-3 specialty occupations when tied to a relevant finance degree. Australian nationals can secure E-3 visa sponsorship without entering a lottery, making U.S. treasury positions accessible year-round with employer support.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
Responsibilities:
- Delivers integrated Treasury solutions to Non-Bank Financial Institution Clients and prospects covered by the Private Bank.
- Partners closely with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. The Private Bank team works with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.
- Responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
- Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
- Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
- Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
- Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
- Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations.
- Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
- Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
- Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
BASIC QUALIFICATIONS
- 5 years of Treasury Sales Officer Experience
- Ability to Travel between up to 20% of time in normal environment
- Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends
- Proven business development and relationship management skills with complex clients.
- Excellent verbal and written communication and presentation skills.
- Proven negotiation and active listening skills. Strong executive presence.
- Adept at critical and strategic thinking and problem resolution.
- Strong business/financial acumen.
- Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
- Demonstrates the ability to foster strong partnerships within the core team.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
- Effectively manages risk while balancing the needs of the client, the team, and the bank.
PREFERRED QUALIFICATIONS
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Certified Treasury Professional Certification (CTP) or equivalent
- MBA or Equivalent
- Private Bank Experience
- Card Solutions Sales Experience
- Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
- Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
- Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
- Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.
Skills
- Account Management
- Business Development
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Critical Thinking
- Portfolio Analysis
- Presentation Skills
- Relationship Building
- Sales Strategy
- Coaching
- Collaboration
- Oral Communications
- Prioritization
- Prospecting
MINIMUM EDUCATION REQUIREMENT
Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
Responsibilities:
- Delivers integrated Treasury solutions to Non-Bank Financial Institution Clients and prospects covered by the Private Bank.
- Partners closely with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. The Private Bank team works with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.
- Responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
- Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
- Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
- Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
- Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
- Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations.
- Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
- Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
- Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
BASIC QUALIFICATIONS
- 5 years of Treasury Sales Officer Experience
- Ability to Travel between up to 20% of time in normal environment
- Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends
- Proven business development and relationship management skills with complex clients.
- Excellent verbal and written communication and presentation skills.
- Proven negotiation and active listening skills. Strong executive presence.
- Adept at critical and strategic thinking and problem resolution.
- Strong business/financial acumen.
- Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.
- Demonstrates the ability to foster strong partnerships within the core team.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
- Effectively manages risk while balancing the needs of the client, the team, and the bank.
PREFERRED QUALIFICATIONS
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree
- Certified Treasury Professional Certification (CTP) or equivalent
- MBA or Equivalent
- Private Bank Experience
- Card Solutions Sales Experience
- Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
- Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
- Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
- Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.
Skills
- Account Management
- Business Development
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Critical Thinking
- Portfolio Analysis
- Presentation Skills
- Relationship Building
- Sales Strategy
- Coaching
- Collaboration
- Oral Communications
- Prioritization
- Prospecting
MINIMUM EDUCATION REQUIREMENT
Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
See all 104+ E-3 Visa Treasury Operations Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Treasury Operations Analyst Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Treasury Operations Analyst
Frame your Australian credentials for U.S. treasury roles
A three-year Australian bachelor's in finance, accounting, or economics is generally accepted as equivalent to a U.S. four-year degree for E-3 visa purposes. Document your degree field clearly so it maps directly to the treasury analyst role your employer is sponsoring.
Target corporate treasury teams at multinational firms
Banks, asset managers, and large corporates with Australian operations already understand E-3 mechanics. Finance teams at firms spanning both markets are far more likely to have internal processes for sponsoring Australian nationals than domestic-only employers.
Verify the role qualifies as a specialty occupation
Treasury Operations Analyst positions that require a specific finance or accounting degree qualify, but generalist analyst titles sometimes don't. Confirm with your employer that the job description explicitly states a bachelor's degree in a relevant field as a minimum requirement, not just a preference.
Use Migrate Mate's E-3 filing service for the LCA and paperwork
The DOL Labor Condition Application must be certified before your consulate appointment. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork so the process moves cleanly from offer acceptance to interview without administrative delays.
Clarify the E-3 timeline with your employer before accepting
E-3 consulate processing typically takes two to four weeks once the LCA is certified. Walk your hiring manager through this timeline before your start date is set so they don't assume you can begin within days of signing an offer.
Search specifically for E-3 sponsorship on Migrate Mate
Generic job searches surface roles that may require H-1B lottery eligibility. Migrate Mate filters for employers with active E-3 sponsorship history, which is especially useful for treasury roles where finance teams at smaller firms may not advertise their sponsorship willingness upfront.
E-3 Visa Treasury Operations Analyst: Frequently Asked Questions
How do I find Treasury Operations Analyst jobs with E-3 visa sponsorship?
Migrate Mate is the recommended way to search, as it surfaces roles specifically matched to E-3 visa eligibility for Australian professionals. Treasury Operations Analyst positions are listed with employer sponsorship history, letting you filter out roles that only support H-1B or require you to already hold authorization. This saves significant time in targeting outreach.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Treasury Operations Analyst role qualify as a specialty occupation for the E-3?
Yes, provided the position requires a bachelor's degree or higher in finance, accounting, economics, or a directly related field. Roles focused on cash management, liquidity analysis, FX settlements, or treasury systems meet the specialty occupation threshold. Where the job description lists a degree as preferred rather than required, the qualification becomes less clear-cut and worth discussing with your employer before filing.
How does the E-3 visa compare to the H-1B for Treasury Operations Analyst roles?
The E-3 is available exclusively to Australian nationals and has an annual allocation of 10,500 visas that has never been fully used, meaning there is no lottery and no cap to worry about. H-1B petitions for the same role enter a randomized lottery with no guarantee of selection. For Australian treasury professionals, the E-3 is a direct, predictable path that H-1B cannot offer.
Can I switch treasury employers while on an E-3 visa?
Yes, but you need a new LCA certified by the DOL and a new E-3 visa issued for the new employer before starting work. Unlike H-1B portability provisions, the E-3 does not allow you to begin with a new employer simply by filing a transfer petition. The practical implication is that you should allow four to six weeks between accepting an offer and your intended start date to complete the consulate process.