Green Card Senior Treasury Analyst Jobs
Senior Treasury Analyst roles qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process, which permanently ties your residency to demonstrated U.S. employer need. Finance employers filing PERM must document prevailing wage compliance with DOL, making this one of the more documentation-intensive pathways for corporate finance professionals.
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Get Access To All JobsJob Description:
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated, self-starter who can advocate for our clients and provide liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with the ability to see what's next in treasury management.
The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise. Will position US, and sometimes International treasury, solutions that best suit the clients’ needs. This individual will have daily virtual interactions with client contacts.
Responsibilities:
- The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
- Acts 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.
- Actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
- Responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP 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.
- Leads all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
- 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.
- Maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
- Manages and leads strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Job Qualifications:
- At least 3 years of demonstrated success in a treasury or cash management capacity.
- Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems.
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
- Broad and deep familiarity with global treasury management products, services and trends.
Desired Qualifications:
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
- Product and financial acumen.
- Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.
- Ability to read and leverage data to proactively identify trends and opportunities.
- Strong ability to organize, prioritize and balance multiple sales activities.
- A deep understanding of bank structure and the operational aspects of global cash management products and services.
- Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly.
- Passionately curious, courageous, knowledge of bank network and effective business partnering.
- Intrinsically motivated to continuously improve processes and/or one’s own education.
- Exercises the desire to mentor and sponsor other associates.
- Ability and willingness to adopt new technology (i.e. AI, among others).
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Oral Communications
- Presentation Skills
- Client Solutions Advisory
- Critical Thinking
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Active Listening
- Coaching
- Collaboration
- Prioritization
- Written Communications
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
Job Description:
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated, self-starter who can advocate for our clients and provide liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with the ability to see what's next in treasury management.
The Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking clients in the Central Southwest region. The TSCO will also pursue client prospect opportunities outside of the portfolio. The TSCO works closely with several partners such as Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists and others across the enterprise. Will position US, and sometimes International treasury, solutions that best suit the clients’ needs. This individual will have daily virtual interactions with client contacts.
Responsibilities:
- The TSCO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.
- Acts 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.
- Actively participate in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.
- Responsible for the implementation of all solutions. Must manage the implementation process from start to finish ensuring a smooth experience for the client and speed to revenue.
- Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP 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.
- Leads all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
- 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.
- Maintain an open line of communication with core team members such as the Relationship Managers to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.
- Manages and leads strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. The TSCO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Job Qualifications:
- At least 3 years of demonstrated success in a treasury or cash management capacity.
- Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems.
- Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
- Broad and deep familiarity with global treasury management products, services and trends.
Desired Qualifications:
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
- Product and financial acumen.
- Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.
- Ability to read and leverage data to proactively identify trends and opportunities.
- Strong ability to organize, prioritize and balance multiple sales activities.
- A deep understanding of bank structure and the operational aspects of global cash management products and services.
- Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly.
- Passionately curious, courageous, knowledge of bank network and effective business partnering.
- Intrinsically motivated to continuously improve processes and/or one’s own education.
- Exercises the desire to mentor and sponsor other associates.
- Ability and willingness to adopt new technology (i.e. AI, among others).
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Oral Communications
- Presentation Skills
- Client Solutions Advisory
- Critical Thinking
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Active Listening
- Coaching
- Collaboration
- Prioritization
- Written Communications
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 226+ Green Card Senior Treasury Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Senior Treasury Analyst Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Senior Treasury Analyst
Align your credentials to EB-2 requirements
A master's degree in finance, accounting, or economics positions you for EB-2 classification. If you hold a bachelor's plus five or more years of progressive treasury experience, document each role carefully, since DOL evaluates whether that experience substitutes for the advanced degree.
Target employers with active PERM filing history
Large multinationals and Fortune 500 treasury departments file PERM more consistently than mid-size firms. Search OFLC disclosure data for treasury analyst job titles to identify employers who have certified PERM applications in your target metro area within the last two years.
Use Migrate Mate to filter green card sponsoring employers
Search Migrate Mate by job title and location to surface Senior Treasury Analyst roles at employers with verified green card sponsorship history, so you're not cold-applying to companies that have never filed PERM for this occupation.
Verify the prevailing wage tier before accepting an offer
PERM requires your offered salary to meet the DOL prevailing wage for your job duties and location. Run the OFLC Wage Search before finalizing negotiations so you know whether the employer's offer clears the Level II or Level III threshold for treasury analyst roles.
Negotiate PERM initiation timing in your offer letter
Ask the employer to commit in writing to starting PERM within a defined window after your start date. Treasury roles often involve a probationary period before HR initiates sponsorship, and a vague verbal promise is harder to enforce than a written employment agreement term.
Prepare a job duties memo before the PERM audit stage
USCIS and DOL audits of treasury analyst PERM applications frequently scrutinize whether duties are genuinely specialized. Work with your employer's counsel early to produce a detailed duties memo that separates your role from general accounting or bookkeeping positions in the same organization.
Green Card Senior Treasury Analyst: Frequently Asked Questions
Does a Senior Treasury Analyst role qualify for EB-2 or EB-3 sponsorship?
Both categories apply depending on your education and the employer's job requirements. EB-2 fits candidates with a master's degree or a bachelor's plus five years of progressive treasury experience that the employer treats as equivalent. EB-3 covers professionals with a bachelor's degree in finance, accounting, or a related field. The employer's PERM application must specify which category applies, so confirm this before the filing begins.
How does PERM green card sponsorship differ from H-1B for this role?
H-1B visa is a temporary status requiring renewal every three years, subject to annual lottery uncertainty. PERM leads to permanent residency with no cap lottery at the EB-3 level for many countries. The tradeoff is time: PERM itself takes six to twelve months, followed by I-140 adjudication and the adjustment of status queue. For treasury professionals from India or China, priority date backlogs can extend the total timeline significantly.
What documentation should I gather before asking an employer to sponsor my green card?
Pull together official transcripts, degree certificates, and an employment history with precise dates and job titles for each position. If your treasury experience is meant to substitute for an advanced degree under EB-2, gather reference letters that address specific technical responsibilities rather than general performance. DOL may audit the PERM application, and gaps or vague documentation are the most common reasons for delays.
How do I find Senior Treasury Analyst jobs where the employer is already willing to sponsor a green card?
Migrate Mate filters Senior Treasury Analyst roles by verified sponsorship history, which removes the guesswork of identifying employers who have actually filed PERM for this job title. Applying to employers with no prior PERM filings in your occupational category means you're asking them to start a process they may not have the internal HR infrastructure to run efficiently.
Can I switch employers while my PERM or I-140 is pending?
Switching employers restarts the PERM process entirely since the certification is tied to a specific employer and job description. Once your I-140 is approved and has been pending for 180 days or more, portability rules under AC21 allow you to change to a same or similar role without losing your priority date. For Senior Treasury Analysts, a role in corporate finance or cash management at a new employer generally qualifies as sufficiently similar.