H-1B Visa Banker Jobs
Banker roles in commercial lending, wealth management, and investment banking qualify as H-1B visa specialty occupations when they require at least a bachelor's degree in finance, economics, or a related field. Large U.S. banks and regional institutions file H-1B petitions regularly, making banking one of the more accessible paths to employer sponsorship for internationally trained finance professionals.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
The Commercial Real Estate Deposit & Treasury Banker is responsible for driving deposit growth, treasury management revenue, and new client acquisition within the Community Commercial Real Estate group. This role serves as the primary business development officer for a dedicated portfolio of deposit and treasury relationships while also developing new banking relationships throughout the CRE market.
The successful candidate will identify, originate, and advance opportunities with commercial real estate owners, operators, investors, developers, and property management companies. Through a consultative sales approach, the banker will uncover client needs, lead treasury and deposit discussions, and coordinate with Treasury Consultants to deliver customized solutions and successfully onboard new relationships and grow existing relationships.
This position is ideal for a proven business developer who enjoys prospecting, relationship building, and leading the sales process from initial client engagement through solution delivery.
PRIMARY RESPONSIBILITIES
Relationship Development & Portfolio Growth
- Manage and expand an assigned portfolio of Commercial Real Estate deposit and treasury management relationships.
- Develop a thorough understanding of client business models, operating structures, cash flow cycles, and banking needs.
- Conduct regular client meetings to identify opportunities to expand deposits, treasury services, and primary operating account relationships.
- Maintain strong client relationships through proactive contact, strategic reviews, and ongoing business development efforts.
- Retain and grow deposit balances by delivering a consultative and value-added client experience.
New Business Development
- Independently prospect for new deposit and treasury management relationships throughout the Commercial Real Estate industry.
- Develop relationships with:
- Multifamily owners and operators
- Property management companies
- Commercial real estate investors
- Real estate developers
- Real estate investment firms
- Build and maintain referral sources through attorneys, accountants, brokers, consultants, and industry organizations.
- Generate a consistent pipeline of new business opportunities through calling efforts, networking, referrals, and market outreach.
Treasury & Deposit Solution Sales
- Lead client discovery conversations to understand operating account structures, treasury requirements, payment workflows, receivable processes, liquidity needs, and fraud prevention concerns.
- Identify opportunities for treasury management and deposit products that improve operational efficiency and support client growth objectives.
- Partner with Treasury Consultants to develop and present treasury management solutions and proposals.
- Coordinate the sales process from prospecting through implementation handoff.
- Maintain active engagement throughout onboarding to ensure a seamless client experience.
Industry & Market Expertise
- Develop and maintain expertise in Commercial Real Estate operating models and treasury management trends.
- Understand the unique banking needs of real estate owners, operators, and management companies.
- Serve as a trusted resource regarding cash management, liquidity strategies, fraud mitigation, and operating account optimization.
- Monitor market and industry trends to identify emerging business opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services.
- Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan.
- Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to in an effort to provide proactive solutions to client needs.
- Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results.
- Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews.
- Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP, CREW, RELA, CREFC, and others. Leadership roles are preferred.
- Stay informed on industry developments, trends and competitive data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist.
- Work closely with junior-level teammates to foster and promote professional growth opportunities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training.
- Minimum twelve (12), preferred fifteen (15) years of related experience, preferably all in Commercial Real Estate Banking.
- Strong analytical problem-solving skills; Formal CRE credit training preferred.
- Effective interpersonal communication, marketing and sales skills.
- Proven negotiating ability.
- Strong business acumen (i.e. critical thinking and decision making).
- Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment.
- Knowledge of accounting, financial, operational, regulatory and information technology systems.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Competence in Real Estate Finance modeling, including IPL, DCF and Argus.
PREFERRED QUALIFICATIONS
- Experience serving Commercial Real Estate clients.
- Existing network among multifamily owners, property management firms, developers, and commercial real estate investors.
- Knowledge of commercial real estate operating structures and property management platforms.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
The Commercial Real Estate Deposit & Treasury Banker is responsible for driving deposit growth, treasury management revenue, and new client acquisition within the Community Commercial Real Estate group. This role serves as the primary business development officer for a dedicated portfolio of deposit and treasury relationships while also developing new banking relationships throughout the CRE market.
The successful candidate will identify, originate, and advance opportunities with commercial real estate owners, operators, investors, developers, and property management companies. Through a consultative sales approach, the banker will uncover client needs, lead treasury and deposit discussions, and coordinate with Treasury Consultants to deliver customized solutions and successfully onboard new relationships and grow existing relationships.
This position is ideal for a proven business developer who enjoys prospecting, relationship building, and leading the sales process from initial client engagement through solution delivery.
PRIMARY RESPONSIBILITIES
Relationship Development & Portfolio Growth
- Manage and expand an assigned portfolio of Commercial Real Estate deposit and treasury management relationships.
- Develop a thorough understanding of client business models, operating structures, cash flow cycles, and banking needs.
- Conduct regular client meetings to identify opportunities to expand deposits, treasury services, and primary operating account relationships.
- Maintain strong client relationships through proactive contact, strategic reviews, and ongoing business development efforts.
- Retain and grow deposit balances by delivering a consultative and value-added client experience.
New Business Development
- Independently prospect for new deposit and treasury management relationships throughout the Commercial Real Estate industry.
- Develop relationships with:
- Multifamily owners and operators
- Property management companies
- Commercial real estate investors
- Real estate developers
- Real estate investment firms
- Build and maintain referral sources through attorneys, accountants, brokers, consultants, and industry organizations.
- Generate a consistent pipeline of new business opportunities through calling efforts, networking, referrals, and market outreach.
Treasury & Deposit Solution Sales
- Lead client discovery conversations to understand operating account structures, treasury requirements, payment workflows, receivable processes, liquidity needs, and fraud prevention concerns.
- Identify opportunities for treasury management and deposit products that improve operational efficiency and support client growth objectives.
- Partner with Treasury Consultants to develop and present treasury management solutions and proposals.
- Coordinate the sales process from prospecting through implementation handoff.
- Maintain active engagement throughout onboarding to ensure a seamless client experience.
Industry & Market Expertise
- Develop and maintain expertise in Commercial Real Estate operating models and treasury management trends.
- Understand the unique banking needs of real estate owners, operators, and management companies.
- Serve as a trusted resource regarding cash management, liquidity strategies, fraud mitigation, and operating account optimization.
- Monitor market and industry trends to identify emerging business opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services.
- Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan.
- Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to in an effort to provide proactive solutions to client needs.
- Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results.
- Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews.
- Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP, CREW, RELA, CREFC, and others. Leadership roles are preferred.
- Stay informed on industry developments, trends and competitive data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist.
- Work closely with junior-level teammates to foster and promote professional growth opportunities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training.
- Minimum twelve (12), preferred fifteen (15) years of related experience, preferably all in Commercial Real Estate Banking.
- Strong analytical problem-solving skills; Formal CRE credit training preferred.
- Effective interpersonal communication, marketing and sales skills.
- Proven negotiating ability.
- Strong business acumen (i.e. critical thinking and decision making).
- Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment.
- Knowledge of accounting, financial, operational, regulatory and information technology systems.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Competence in Real Estate Finance modeling, including IPL, DCF and Argus.
PREFERRED QUALIFICATIONS
- Experience serving Commercial Real Estate clients.
- Existing network among multifamily owners, property management firms, developers, and commercial real estate investors.
- Knowledge of commercial real estate operating structures and property management platforms.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all 589+ H-1B Visa Banker Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Banker Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Banker
Document your finance credentials precisely
Your degree transcript and any CFA, CPA, or Series license documentation directly support the specialty occupation argument in your H-1B petition. Have official translations and evaluations ready before interviews start.
Target banks with active LCA filing histories
Use Migrate Mate to filter banker roles by employers who have filed Labor Condition Applications for finance positions, so you're applying to institutions that have already established an H-1B sponsorship process.
Verify prevailing wages before salary negotiations
Run the SOC code for your specific banker role through the OFLC Wage Search before any offer discussion. Your employer must certify wages at or above the DOL prevailing wage level in your metro area.
Confirm the employer's E-Verify enrollment early
Banks that haven't enrolled in E-Verify cannot hire H-1B workers through certain cap-exempt pathways. Ask HR directly during the offer stage, before the petition is filed, to avoid delays.
Understand how banking job titles affect petition framing
Titles like 'Relationship Manager' or 'Credit Analyst' require your employer to demonstrate the role needs a specialized degree, not just financial experience. Misclassified job titles are a common RFE trigger in banking petitions.
Plan around the October 1 start date constraint
Cap-subject H-1B petitions filed in April can't authorize work until October 1 at the earliest. Negotiate your banking offer start date with this timeline in mind, and ask if the employer offers cap-gap bridge arrangements.
H-1B Visa Banker: Frequently Asked Questions
Do banker roles qualify as H-1B specialty occupations?
Yes, most banker roles qualify as long as the position normally requires at least a bachelor's degree in a specific field like finance, economics, accounting, or business administration. Roles in credit analysis, commercial lending, and wealth management consistently meet this standard. Generic business roles without a defined degree requirement are harder to support and more likely to receive an RFE from USCIS.
Which types of banks sponsor H-1B visas most reliably?
Large national banks, global investment banks, and regional commercial banks with dedicated HR and legal infrastructure tend to sponsor H-1B workers most consistently. Community banks and credit unions sometimes sponsor but lack established petition processes, which can slow timelines. Browse Migrate Mate to find banker openings filtered by employers with confirmed H-1B filing history in finance roles.
How does the H-1B prevailing wage requirement affect banker salaries?
DOL requires your employer to pay you at least the prevailing wage for your specific banker occupation and work location, certified through the Labor Condition Application filed before your petition. The wage level depends on your SOC code, the metro area, and your experience tier. You can verify applicable wage levels using the OFLC Wage Search before entering salary discussions.
Can I switch banking employers on an H-1B?
Yes. Under H-1B portability rules, you can start working for a new bank as soon as they file a new H-1B petition on your behalf, provided you've maintained valid status and your prior petition was approved. You don't need to wait for the new petition to be approved before starting, which makes lateral moves between banks more practical than many candidates assume.
Does a Series 7 or CFA designation strengthen an H-1B petition for banking roles?
Professional designations like the CFA or Series 7 reinforce the specialty occupation argument by demonstrating that the role requires specialized, degree-level knowledge. They're not substitutes for a qualifying bachelor's degree, but USCIS adjudicators treat them as supporting evidence that the position demands professional expertise beyond general business skills. Include them in your petition documentation alongside your degree credentials.