OPT Treasury Manager Jobs
Treasury Manager roles are actively sponsored for OPT because employers need specialized finance expertise that's hard to fill. Most positions require a degree in finance, accounting, or economics, and STEM OPT extensions are available if your degree qualifies. Standard OPT gives you 12 months to secure 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations. Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.
Treasury Sales Client Officers are responsible for managing day to day relationships with Middle Market clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manages pricing & profitability, and direct phone/web-based client calling.
- Treasury Sales Client Officer II is responsible for delivery of integrated treasury solutions to clients within an assigned portfolio. Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
- In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.
- The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
- Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
- Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.
- Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
- Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs.
- Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews.
- Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress.
- Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed.
- Identifies cross-sell opportunities through account analysis & regular client interaction.
- Manages client escalations and keeps internal team informed.
- Protects and grows revenue.
BASIC QUALIFICATIONS
- 3 years of prior treasury sales experience.
- 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.
PREFERRED 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.
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
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations. Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.
Treasury Sales Client Officers are responsible for managing day to day relationships with Middle Market clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manages pricing & profitability, and direct phone/web-based client calling.
- Treasury Sales Client Officer II is responsible for delivery of integrated treasury solutions to clients within an assigned portfolio. Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
- In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.
- The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
- Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
- Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.
- Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
- Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs.
- Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews.
- Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress.
- Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed.
- Identifies cross-sell opportunities through account analysis & regular client interaction.
- Manages client escalations and keeps internal team informed.
- Protects and grows revenue.
BASIC QUALIFICATIONS
- 3 years of prior treasury sales experience.
- 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.
PREFERRED 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.
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
SHIFT
1st shift (United States of America)
HOURS PER WEEK:
40
See all 144+ OPT Treasury Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Treasury Manager Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Treasury Manager
Target companies with active OPT sponsorship history
Large corporations, banks, and multinational firms file LCAs for Treasury roles regularly. Filtering for employers with a track record of sponsoring finance positions saves time and improves your odds of reaching a hiring manager who understands the process.
Emphasize technical treasury skills on your resume
Employers weighing visa sponsorship want certainty you can do the job. Highlight cash forecasting, FX risk management, TMS platforms, and SWIFT operations. Specific technical skills reduce hesitation and justify the sponsorship investment for risk-averse hiring teams.
Start your job search at least six months before OPT expires
Treasury Manager roles involve multi-stage interviews, offer negotiations, and H-1B visa or E-3 visa filing timelines. Starting early gives you room to pursue multiple offers and align your start date with your remaining OPT authorization window.
Clarify your STEM OPT eligibility with your DSO early
If your degree is in a STEM-designated field like finance analytics or quantitative economics, you may qualify for a 24-month STEM OPT extension. Confirming eligibility with your Designated School Official before interviews helps you present accurate authorization timelines to employers.
Frame your international background as an asset for treasury roles
Treasury Managers handling FX exposure, cross-border payments, or international subsidiaries benefit from candidates with global financial context. Positioning your international experience as directly relevant to the role shifts the sponsorship conversation from a liability to a hiring advantage.
Prepare a clear, one-paragraph explanation of your work authorization
Many hiring managers are unfamiliar with OPT mechanics. Having a concise explanation ready, covering your authorization period, STEM extension eligibility, and typical H-1B transition timeline, removes ambiguity and helps employers make faster decisions without needing their HR team to research it.
Treasury Manager OPT: Frequently Asked Questions
Can I work as a Treasury Manager on OPT?
Yes. Treasury Manager is a specialty occupation that directly aligns with degrees in finance, accounting, economics, or related fields. USCIS recognizes roles requiring that level of specialized knowledge as appropriate for OPT work authorization. Your job duties should match your degree field to remain compliant with F-1 OPT requirements.
Do Treasury Manager roles qualify for STEM OPT extension?
It depends on your degree, not your job title. If your degree is in a STEM-designated field, such as financial engineering, quantitative finance, or applied economics, you may qualify for the 24-month STEM OPT extension. Check the DHS STEM Designated Degree Program List and confirm with your DSO before citing STEM eligibility to employers.
How do I find Treasury Manager jobs that sponsor OPT?
Migrate Mate is built specifically for F-1 OPT and visa-sponsored job searches. You can browse Treasury Manager openings from employers with active sponsorship histories without filtering through roles that won't support work authorization. Searching on Migrate Mate is more efficient than sifting through general job boards where sponsorship details are rarely disclosed upfront.
What visa options are available after OPT for Treasury Manager roles?
The most common transition is H-1B, which requires employer sponsorship and a lottery selection in April each year. Australian citizens can pursue the E-3 visa, which has no lottery and processes faster. Candidates with exceptional records may qualify for O-1A. Your employer's immigration counsel typically guides the petition process once an offer is confirmed.
Will employers sponsor a Treasury Manager role for someone on OPT?
Many do, particularly large corporations, financial institutions, and companies with international treasury operations. Treasury management is a specialized function where qualified candidates are not always easy to find domestically. Employers already accustomed to sponsoring finance roles treat OPT candidates as a standard part of their talent pipeline, especially for candidates with strong technical treasury backgrounds.