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 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 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.