Green Card Treasury Analyst Jobs
Treasury Analyst roles qualify for EB-2 or EB-3 green card sponsorship through PERM labor certification, which permanently ties your immigration status to a U.S. employer rather than a temporary visa. Employers file an LCA, run the PERM recruitment process, then petition USCIS through an I-140, putting you on a path to lawful permanent residency.
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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 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!
JOB DESCRIPTION
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Responsibilities:
- The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, 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.
- Maintains a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
- 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:
- 3 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
- International Banking 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 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!
JOB DESCRIPTION
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Responsibilities:
- The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, 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.
- Maintains a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
- 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:
- 3 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
- International Banking 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 240+ Green Card Treasury Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Treasury Analyst Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Treasury Analyst
Match your degree to EB-2 requirements
Treasury Analyst roles typically require a bachelor's in finance, accounting, or economics. An advanced degree in any of those fields strengthens an EB-2 petition significantly. Make sure your foreign credential evaluation explicitly names the U.S.-equivalent degree field.
Target employers with active PERM filings
Search DOL PERM disclosure data by SOC code 13-2099 or 13-2051 to find companies that have sponsored Treasury Analyst positions before. Prior filings signal that the employer already understands the PERM recruitment and prevailing-wage process.
Use Migrate Mate to filter sponsoring employers
Filter by Treasury Analyst roles on Migrate Mate to surface employers with documented green card filing history. This cuts job-search time significantly by replacing manual PERM database lookups with a searchable, role-specific view.
Verify the prevailing wage before accepting an offer
Your offer must meet or exceed the DOL prevailing wage for your job zone and location. Use the OFLC Wage Search to check the Level I through Level IV wage tiers before negotiating, so you don't accept a figure the PERM filing will need to exceed anyway.
Clarify PERM timing during the offer stage
Ask the employer directly whether they'll initiate PERM within 90 days of your start date. Some finance teams delay because of internal HR bandwidth. Getting a written timeline in your offer letter avoids surprises once you're already onboarded.
Request concurrent I-140 and I-485 filing when eligible
If your priority date is current when the I-140 is approved, you can file for adjustment of status immediately rather than waiting. For most EB-3 Treasury Analyst candidates from non-backlogged countries, concurrent filing cuts the total timeline by several months.
Green Card Treasury Analyst: Frequently Asked Questions
Does a Treasury Analyst role qualify for EB-2 or EB-3 sponsorship?
Most Treasury Analyst positions qualify for EB-3 as a professional role requiring at least a bachelor's degree. If the employer's position genuinely requires a master's degree or you hold one and it's central to the job duties, the role may support an EB-2 petition. The deciding factor is how the employer writes the job requirements in the PERM application, not your credentials alone.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa sponsorship is temporary and subject to an annual lottery cap, while EB-2 and EB-3 green card sponsorship through PERM leads to permanent residency with no lottery. The PERM process requires the employer to conduct a formal recruitment campaign and obtain a prevailing-wage determination from DOL before filing. The full process from PERM filing to green card approval typically runs two to four years for most countries, though India and China face longer backlogs due to per-country limits.
What does the PERM labor certification process involve for a Treasury Analyst?
Your employer files a PERM application with DOL after completing a mandatory recruitment period, typically 30 to 60 days, to demonstrate no qualified U.S. workers are available. For Treasury Analyst roles, the employer must document job postings, interviews, and rejection reasons. USCIS does not review PERM; DOL certifies it. Once certified, the employer files an I-140 immigrant petition with USCIS to establish your priority date.
How do I find Treasury Analyst jobs where the employer is open to green card sponsorship?
Most job postings don't clearly state PERM sponsorship willingness, which makes direct searches unreliable. Migrate Mate surfaces Treasury Analyst roles from employers with verified green card filing history, so you can apply to positions where sponsorship is already established practice rather than an open question you're hoping to negotiate.
Can I switch Treasury Analyst jobs after my I-140 is approved?
Yes, under AC21 portability rules, you can change employers after your I-140 has been approved and your I-485 adjustment-of-status application has been pending for 180 days or more. The new role must be in the same or similar occupational classification. Treasury Analyst positions across different industries generally satisfy the same-or-similar test, but confirm with your immigration attorney before accepting a new offer.