Relationship Manager Jobs in USA with Visa Sponsorship
Relationship managers in banking, investment management, and financial services regularly secure H-1B visa and other work visa sponsorship. The role's client advisory focus and bachelor's degree requirement in finance, business, or economics align well with specialty occupation standards that USCIS evaluates. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Job Summary
Support outside sales or national accounts to solicit, develop and maintain producing client relationships while meeting or exceeding the company’s net contribution goals. Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate pricing and underwriting guidelines to meet profitability goals. Provide reports to management tracking territory performance versus established goals. The senior relationship manager is a more sales-focused role, with travel required. Performs other projects and duties as assigned.
ESSENTIAL FUNCTIONS, DUTIES AND RESPONSIBILITIES
- Performs quoting, underwriting, price negotiation and sales efforts for assigned territory. Ensures all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics.
- Works with complex, higher volume retail agents or national accounts, and with minimal supervision.
- Responsible for timely delivery of quotes, contracts and other information as requested/required by retail agent clients. Resolve customer service issues as they arise.
- Makes outbound calls to improve sales, follow up on and solicit business opportunities. Tracks all pertinent relationship-level sales data.
- Reports any lost opportunities of either renewals or quotes and marketing intelligence for the territory.
- Works in conjunction with loan processing to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. May work with processing to request binders or other pertinent information from carriers, MGA’s or brokers/agents.
- May serve as a go-to for questions, or backup others, on the team.
- Responsible for actively managing pipeline and territory to promote growth.
- Meets with agency partners in person to grow relationships.
- Up to 30% travel is required to cultivate relationships and attend trade shows. Agency visits with or without sales executives will be required.
- Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.
REQUIRED KNOWLEDGE, SKILLS AND COMPETENCIES
- Strong problem-solving and analytical skills
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Excellent written and verbal communication skills
- Excellent organizational skills
- Strong math aptitude
- Strong understanding of premium financing and collateral
- Ability to develop and grow relationships
INDUSTRY AND WORK EXPERIENCE
- 5+ years of premium finance experience or Commercial Lines Property and Casualty insurance experience.
- 5+ years of account management experience in premium finance or commercial lines insurance.
- 3+ years of sales or business development experience.
ACADEMIC
Bachelor’s degree or equivalent combination of education and experience required.
BENEFITS AVAILABLE TO EMPLOYEES:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
- Medical, Dental and Vision Insurance
- Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
- Life Insurance provided at no additional cost to employees
- Accidental Death & Dismemberment Coverage
- Long-Term Disability Coverage
- Paid Sick and Vacation Leave
- 11 Holidays
- Volunteer/Service Day
- Employee Stock Purchase Plan
- 401(k) Retirement Plan
- Ameris Bank matches 50% of your first 8% of contributions to the plan
- Flexible Spending Accounts
- Health Savings Account
- Health Reimbursement Arrangement
- Supplemental Life & Other Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Legal Insurance
- Employee Assistance Program
- Employee Advocacy Program
- Tickets at Work (Entertainment discounts for Ameris Bank Employees)
- AT&T Employee Discount
- Wellness Discounts for Medical Premiums and Other Rewards
- Employee Referral Incentive
- Education Assistance
- Employee Resource Groups
BANKING ADVANTAGES FOR EMPLOYEES:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
- Free Interest Checking
- Free Safe Deposit Box
- Free Money Orders, Travelers’ Checks and Cashier Checks
- Discount on Mortgage Origination Fee
- Free Online Banking and Free Unlimited Online Bill Payment
- Employee Banking Perks
DISCLAIMER:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
INTRODUCTION
Job Summary
Support outside sales or national accounts to solicit, develop and maintain producing client relationships while meeting or exceeding the company’s net contribution goals. Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate pricing and underwriting guidelines to meet profitability goals. Provide reports to management tracking territory performance versus established goals. The senior relationship manager is a more sales-focused role, with travel required. Performs other projects and duties as assigned.
ESSENTIAL FUNCTIONS, DUTIES AND RESPONSIBILITIES
- Performs quoting, underwriting, price negotiation and sales efforts for assigned territory. Ensures all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics.
- Works with complex, higher volume retail agents or national accounts, and with minimal supervision.
- Responsible for timely delivery of quotes, contracts and other information as requested/required by retail agent clients. Resolve customer service issues as they arise.
- Makes outbound calls to improve sales, follow up on and solicit business opportunities. Tracks all pertinent relationship-level sales data.
- Reports any lost opportunities of either renewals or quotes and marketing intelligence for the territory.
- Works in conjunction with loan processing to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. May work with processing to request binders or other pertinent information from carriers, MGA’s or brokers/agents.
- May serve as a go-to for questions, or backup others, on the team.
- Responsible for actively managing pipeline and territory to promote growth.
- Meets with agency partners in person to grow relationships.
- Up to 30% travel is required to cultivate relationships and attend trade shows. Agency visits with or without sales executives will be required.
- Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.
REQUIRED KNOWLEDGE, SKILLS AND COMPETENCIES
- Strong problem-solving and analytical skills
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Excellent written and verbal communication skills
- Excellent organizational skills
- Strong math aptitude
- Strong understanding of premium financing and collateral
- Ability to develop and grow relationships
INDUSTRY AND WORK EXPERIENCE
- 5+ years of premium finance experience or Commercial Lines Property and Casualty insurance experience.
- 5+ years of account management experience in premium finance or commercial lines insurance.
- 3+ years of sales or business development experience.
ACADEMIC
Bachelor’s degree or equivalent combination of education and experience required.
BENEFITS AVAILABLE TO EMPLOYEES:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
- Medical, Dental and Vision Insurance
- Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
- Life Insurance provided at no additional cost to employees
- Accidental Death & Dismemberment Coverage
- Long-Term Disability Coverage
- Paid Sick and Vacation Leave
- 11 Holidays
- Volunteer/Service Day
- Employee Stock Purchase Plan
- 401(k) Retirement Plan
- Ameris Bank matches 50% of your first 8% of contributions to the plan
- Flexible Spending Accounts
- Health Savings Account
- Health Reimbursement Arrangement
- Supplemental Life & Other Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Legal Insurance
- Employee Assistance Program
- Employee Advocacy Program
- Tickets at Work (Entertainment discounts for Ameris Bank Employees)
- AT&T Employee Discount
- Wellness Discounts for Medical Premiums and Other Rewards
- Employee Referral Incentive
- Education Assistance
- Employee Resource Groups
BANKING ADVANTAGES FOR EMPLOYEES:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
- Free Interest Checking
- Free Safe Deposit Box
- Free Money Orders, Travelers’ Checks and Cashier Checks
- Discount on Mortgage Origination Fee
- Free Online Banking and Free Unlimited Online Bill Payment
- Employee Banking Perks
DISCLAIMER:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
See all 940+ Relationship Manager jobs
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Get Access To All JobsTips for Finding Visa Sponsorship as a Relationship Manager
Target financial services firms with established visa programs
Major banks, investment firms, and wealth management companies frequently sponsor relationship managers. Check their H-1B filing history through DOL disclosure data to identify consistent sponsors in your target markets.
Emphasize client portfolio management in your application
Position your role around portfolio strategy, risk assessment, and financial planning rather than general sales. This strengthens the specialty occupation argument by highlighting analytical and advisory responsibilities requiring specialized knowledge.
Align your degree with the position requirements
Finance, economics, business administration, or accounting degrees directly support relationship manager visa applications. If your degree is in another field, emphasize relevant coursework in financial analysis or investment principles.
Document your client relationship expertise
Highlight experience managing high-net-worth clients, institutional accounts, or complex financial portfolios. Specific examples of client retention rates, portfolio growth, or relationship development strengthen your specialty occupation case.
Consider regional banks and credit unions
Smaller financial institutions often have less competition for relationship manager positions while still maintaining visa sponsorship programs. They may offer faster hiring processes and more personalized sponsorship support than large banks.
Prepare for nonimmigrant intent scrutiny in banking
Financial sector visa applications face additional review due to regulatory oversight. Be ready to demonstrate temporary work intent and explain how your role supports U.S. business operations without conflicting with banking regulations.
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Find Relationship Manager JobsFrequently Asked Questions
Do relationship managers qualify for H-1B specialty occupation status?
Yes, relationship manager positions typically qualify when they require a bachelor's degree in finance, business, economics, or related field and involve client advisory responsibilities. The role's focus on financial analysis, portfolio management, and investment strategy meets USCIS specialty occupation criteria. Generic sales positions without degree requirements may not qualify.
Which financial institutions sponsor relationship managers most frequently?
Major banks like JPMorgan Chase, Bank of America, and Wells Fargo, along with investment firms like Morgan Stanley and UBS, regularly sponsor relationship managers. Regional banks and credit unions also sponsor these roles, often with less competition. Check DOL LCA disclosure data to verify an employer's sponsorship history before applying.
Can relationship managers get L-1 visas for internal transfers?
Yes, if you've worked for a multinational financial institution for at least one year abroad, you may qualify for L-1A (managerial) or L-1B (specialized knowledge) status. The role must involve similar responsibilities and require specialized knowledge of the company's financial products, client base, or proprietary systems to qualify for L-1B.
How to find Relationship Manager jobs with visa sponsorship?
To find Relationship Manager jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus your search on financial services firms, banks, and wealth management companies that commonly hire Relationship Managers and offer H-1B, L-1, or other work visas. These employers typically have established sponsorship programs for client-facing finance professionals.
What degree requirements do visa applications need for relationship manager roles?
Most successful applications require a bachelor's degree in finance, business administration, economics, accounting, or related field. Some positions accept degrees in mathematics, statistics, or other analytical fields if combined with relevant financial services experience. The job posting must specify degree requirements to support the specialty occupation argument.
How do securities licenses affect relationship manager visa applications?
Securities licenses like Series 7, Series 66, or CFA certification strengthen specialty occupation arguments by demonstrating specialized knowledge requirements. However, licenses alone don't substitute for degree requirements. FINRA licensing requirements can actually support the case that the position demands specialized training and expertise beyond general business knowledge.
What is the prevailing wage requirement for sponsored Relationship Manager jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
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