Green Card Treasury Operations Analyst Jobs
Treasury Operations Analyst roles at banks, asset managers, and corporate treasury departments qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process. Employers file on your behalf, certifying that no qualified U.S. worker is available. Your finance degree and cash management or liquidity analysis background are the credentials that drive sponsorship eligibility.
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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 Operations Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Treasury Operations Analyst Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Treasury Operations Analyst
Document your treasury credentials before applying
Gather transcripts, professional certifications like CTP or CFA, and performance reviews that confirm your cash management, liquidity analysis, or settlements experience. PERM requires your employer to verify you meet the minimum job requirements before filing.
Target employers with active PERM filing history
Large banks, asset managers, and multinational corporate treasury departments file PERM regularly for operations analysts. Search the DOL's OFLC Wage Search to confirm past filings under relevant SOC codes before investing time in any application.
Use Migrate Mate to filter green card sponsoring roles
Search Treasury Operations Analyst positions on Migrate Mate to identify employers who have sponsored EB-2 or EB-3 candidates in this exact function, saving you from roles where sponsorship is theoretically possible but historically rare.
Clarify the sponsorship timeline during offer negotiations
PERM labor certification, I-140 approval, and adjustment of status typically span two to four years for most nationalities at the EB-3 level. Confirm your prospective employer has in-house immigration counsel or a retained law firm before signing an offer.
Understand how your role maps to DOL wage levels
PERM requires your employer to pay at least the prevailing wage for your SOC code and work location. Treasury operations analyst roles often span wage levels II through IV depending on supervisory duties, which directly affects which EB tier your employer pursues.
Prepare for recruitment documentation during PERM
DOL requires employers to run a mandatory recruitment period proving no qualified U.S. worker was available. You'll need to confirm your employer understands this process, since any procedural error restarts the clock and delays your green card timeline significantly.
Green Card Treasury Operations Analyst: Frequently Asked Questions
Does a Treasury Operations Analyst role qualify for EB-2 or EB-3 green card sponsorship?
Treasury Operations Analyst positions typically qualify under EB-3 for skilled workers and professionals, since the role normally requires a bachelor's degree in finance, accounting, or a related field. EB-2 applies if the position requires an advanced degree or if you hold one and your employer can justify the elevated requirement in the PERM job description. Your employer defines the minimum requirements, so the tier depends on how the role is structured.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa provides temporary work authorization renewed in three-year increments, with annual cap exposure for most employers. PERM-based green card sponsorship leads to permanent residency and carries no annual numerical cap at the EB-3 level for most nationalities, meaning your place in line isn't lost to a lottery. The tradeoff is timeline: green card processing runs two to four years or more depending on your country of birth, compared to H-1B processing measured in months.
What does the PERM labor certification process require from my employer?
Your employer files ETA Form 9089 with DOL after completing a mandatory recruitment period, typically 30 to 60 days, to demonstrate no qualified U.S. worker was available for the role. The job duties and minimum requirements stated in the PERM must match your actual position. DOL audits are common in finance roles, so clean documentation of your qualifications and the recruitment effort is critical before filing.
How do I find Treasury Operations Analyst jobs where the employer will sponsor a green card?
The most direct method is searching for employers with confirmed PERM filing history in treasury or finance operations functions. Migrate Mate filters Treasury Operations Analyst roles by green card sponsorship history, so you can focus applications on employers who have already sponsored candidates in comparable positions rather than relying on speculation.
Can I switch employers after my green card process has started?
Once your I-140 petition is approved and you've been waiting for more than 180 days, AC21 portability rules allow you to change to a same or similar occupational classification without restarting the process. Treasury operations roles generally port cleanly to comparable finance operations positions under the same SOC code. Consult an immigration attorney before accepting any new offer to confirm the role qualifies under portability.