Green Card Treasury Manager Jobs
Treasury Manager roles qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification, which requires employers to document recruitment efforts before filing your I-140 petition. Finance leadership positions with cash management, FX hedging, or capital markets responsibilities routinely clear the specialty occupation bar and support permanent residency sponsorship.
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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 Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Treasury Manager Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Treasury Manager
Translate treasury credentials into PERM-ready language
Your CTP, CFA, or MBA needs to map directly to the PERM job description. Document how each credential ties to specific treasury duties like liquidity forecasting or debt covenant compliance, so the labor certification reflects your actual qualifications.
Target employers with PERM filing history
Search the OFLC Wage Search to find companies that have filed PERM applications for treasury titles. Firms that have done it before have established legal workflows and are far less likely to cite process complexity as a reason to decline sponsorship.
Use Migrate Mate to filter green card sponsoring employers
Sort treasury roles by companies with active green card sponsorship history on Migrate Mate. This narrows your search to employers who have already navigated PERM for finance positions, cutting out exploratory conversations with HR teams unfamiliar with the process.
Negotiate PERM filing into your offer terms
Ask for a written commitment to begin PERM within 90 days of your start date. Treasury departments often delay filing until a role is fully stabilized, so anchoring the timeline in your offer letter prevents open-ended deferral that can stretch into years.
Understand how the EB-2 advanced degree route fits your profile
Treasury Managers with a master's degree in finance, accounting, or economics typically qualify under EB-2, which can shorten your priority date wait for many nationalities. Confirm with USCIS eligibility criteria whether your degree and role scope support the EB-2 classification over EB-3.
Flag FX and derivatives experience in your PERM job description
Responsibilities like managing interest rate swap portfolios or FX hedging programs signal specialized knowledge that strengthens the specialty occupation argument. Work with your employer's counsel to ensure the DOL job description captures these duties precisely, not just generic treasury language.
Green Card Treasury Manager: Frequently Asked Questions
Does a Treasury Manager role qualify for EB-2 or EB-3 sponsorship?
Most Treasury Manager positions qualify for EB-2 sponsorship if they require a master's degree in finance, accounting, or a related field, or a bachelor's degree plus significant progressive experience. Roles with broader scope, such as managing corporate liquidity, capital markets execution, or FX hedging programs, routinely support EB-2 classification. EB-3 applies when the minimum requirement is a bachelor's degree and the role is posted at the skilled worker level.
How does green card sponsorship differ from H-1B for a Treasury Manager?
H-1B visa is temporary and subject to an annual lottery, which creates uncertainty for both you and your employer. PERM-based green card sponsorship has no annual cap at the EB-3 level for most nationalities, and EB-2 caps affect primarily Indian and Chinese nationals due to backlog. The trade-off is timeline: PERM labor certification, I-140 approval, and adjustment of status can take two to four years for straightforward cases, but the outcome is permanent residency, not a renewable temporary status.
What does the PERM process look like for a Treasury Manager position?
Your employer files a PERM application with DOL after completing a supervised recruitment campaign to demonstrate no qualified U.S. workers are available at the prevailing wage. For a Treasury Manager, the job description must specify the actual duties, minimum degree requirements, and any special skills like treasury management systems experience. Once DOL certifies the PERM, your employer files an I-140 immigrant petition with USCIS. After that, you either adjust status in the U.S. or complete consular processing abroad.
Which employers actually sponsor green cards for treasury roles?
Large financial institutions, multinational corporations with centralized treasury functions, and Fortune 500 companies with active PERM filing programs are the most consistent sponsors. Searching OFLC Wage Search data for treasury-related job titles reveals which companies have certified PERM applications in recent years. Migrate Mate filters job listings by employers with verified green card sponsorship history, so you can focus your applications on companies that have already navigated the process for finance roles.
Can I switch employers after my I-140 is approved but before I get my green card?
Yes, under AC21 portability rules you can change employers once your I-485 adjustment of status application has been pending for 180 days, as long as the new role is in the same or similar occupational classification. For Treasury Managers, this generally means staying within financial management or corporate finance functions. Your priority date and approved I-140 remain intact, protecting the time already invested in the process.