H-1B Visa Treasury Operations Analyst Jobs
Treasury Operations Analyst roles qualify for H-1B visa sponsorship as specialty occupations requiring at least a bachelor's degree in finance, accounting, or a related field. Large banks, corporate treasury departments, and financial services firms file LCAs regularly for this title, making it one of the more sponsor-active positions in finance operations.
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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:
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.
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.
-
Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
-
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
-
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
-
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
-
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
-
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
-
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
-
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.
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 or an equivalent combination of education and related work experience.
-
5 years of sales experience of financial or treasury products and/or services.
-
Maintains deep understanding of bank's Working Capital solutions.
-
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position.
Preferred Qualifications:
-
7+ years of sales experience of financial or treasury products and/or services.
-
CFA Designation.
-
Maintains up to date knowledge of Treasury Trends & Best Practices.
-
Expected to be subject area experts in one (or more) specific skill sets, business areas or products.
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:
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.
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.
-
Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
-
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
-
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
-
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
-
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
-
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
-
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
-
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.
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 or an equivalent combination of education and related work experience.
-
5 years of sales experience of financial or treasury products and/or services.
-
Maintains deep understanding of bank's Working Capital solutions.
-
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position.
Preferred Qualifications:
-
7+ years of sales experience of financial or treasury products and/or services.
-
CFA Designation.
-
Maintains up to date knowledge of Treasury Trends & Best Practices.
-
Expected to be subject area experts in one (or more) specific skill sets, business areas or products.
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 244+ H-1B Visa Treasury Operations Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Treasury Operations Analyst Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Treasury Operations Analyst
Verify your degree meets specialty occupation
USCIS requires your degree field to directly relate to the role. A finance, accounting, or economics degree maps cleanly to Treasury Operations Analyst. A general business degree may trigger an RFE, so gather transcripts showing relevant coursework before applying.
Filter employers by LCA filing history
Use Migrate Mate to search Treasury Operations Analyst roles filtered by verified DOL Labor Condition Application data, so you only apply to employers with a documented track record of H-1B filings for this exact job title.
Target treasury-heavy industries with volume filings
Corporate treasury functions at multinational manufacturers, banks, and insurance carriers file H-1B petitions for this role more consistently than smaller firms. Prioritize employers whose treasury teams manage intercompany cash flows, FX hedging, or debt portfolio operations.
Check prevailing wage before negotiating your offer
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your location and job code. Run the OFLC Wage Search using SOC code 13-2099 before your offer stage so you can spot underpayment risks early.
Confirm the role qualifies under O*NET job zones
Treasury Operations Analyst maps to finance and operations specialist categories in O*NET, which USCIS adjudicators reference when evaluating specialty occupation. Pull the O*NET profile for your closest SOC code and confirm the listed education requirement is a bachelor's degree or higher.
Request premium processing if your start date is tight
Standard H-1B adjudication runs several months. If your offer has a firm start date tied to a fiscal year or project cycle, ask your employer to file with USCIS premium processing to get a decision within 15 business days.
H-1B Visa Treasury Operations Analyst: Frequently Asked Questions
Does a Treasury Operations Analyst role qualify as an H-1B specialty occupation?
Yes. USCIS evaluates specialty occupation based on whether the role normally requires at least a bachelor's degree in a specific field. Treasury Operations Analyst positions typically require a degree in finance, accounting, economics, or a closely related discipline, which satisfies that threshold. Roles involving cash management, liquidity analysis, or debt portfolio operations have a strong specialty occupation argument, especially at larger financial institutions.
Which employers are most likely to sponsor H-1B visas for this role?
Corporate treasury departments at multinational companies, regional and national banks, insurance carriers, and asset managers file LCAs for Treasury Operations Analyst positions with regularity. You can browse verified H-1B sponsoring employers for this title on Migrate Mate, which surfaces DOL Labor Condition Application data so you can see which companies have filed for roles matching your background.
What happens to my H-1B status if my employer restructures or eliminates my treasury team?
If your position is eliminated, your H-1B status ends with your employment. USCIS provides a 60-day grace period for H-1B holders to find a new sponsoring employer, transfer status, or depart the country. A new employer must file an H-1B transfer petition before that window closes. Acting within the first two to three weeks gives you the best buffer for processing.
How does the DOL prevailing wage requirement affect treasury analyst job offers?
Your employer's LCA must certify that your offered wage meets or exceeds the DOL prevailing wage for your job title and work location. For Treasury Operations Analyst roles, the applicable wage level depends on your duties, experience, and metro area. You can look up the current prevailing wage using the OFLC Wage Search before your offer negotiation to identify any underpayment risk early.
Can I transfer my H-1B to a new treasury employer without re-entering the lottery?
Yes. If you're already in H-1B status, a new employer can file a portability transfer petition without you needing a new lottery selection. You can begin working for the new employer as soon as the transfer petition is filed and accepted, not just approved. The new role must still qualify as a specialty occupation and meet prevailing wage requirements for the transfer to be valid.