Senior Treasury Analyst Jobs in USA with Visa Sponsorship
Senior Treasury Analyst roles qualify for H-1B visa and O-1 visa sponsorship as specialty occupations requiring a bachelor's degree or higher in finance, accounting, or economics. Most sponsors are large corporations, financial institutions, and multinational firms with established immigration programs. For detailed occupation requirements, see the O*NET profile.
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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 4,558+ Senior Treasury Analyst Jobs
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Get Access To All JobsTips for Finding Visa Sponsorship as a Senior Treasury Analyst
Target employers with dedicated immigration programs
Large banks, Fortune 500 corporations, and multinational firms sponsor treasury roles most consistently. These employers have established legal teams and budget for H-1B filings, making them far more likely to follow through on sponsorship offers.
Emphasize CFA, CTP, or CPA credentials in applications
Professional certifications signal specialized expertise that strengthens a specialty occupation argument for your H-1B petition. Treasury roles with quantitative complexity and credentialed requirements face fewer USCIS challenges than generalist finance positions.
Align your degree field directly to the role description
H-1B approval for treasury analysts depends on demonstrating that a specific degree in finance, accounting, or economics is normally required. Roles listing broad degree requirements risk a specialty occupation denial, so match your credentials precisely.
Understand that cap-exempt employers exist in this field
Universities, nonprofit research institutions, and certain government-affiliated entities are cap-exempt, meaning they can file H-1B petitions year-round without lottery risk. Treasury and finance roles at these organizations offer a more predictable sponsorship path.
Prepare documentation of specialized responsibilities early
USCIS scrutinizes treasury analyst petitions for evidence of complexity. Gather documentation of cash flow modeling, hedging strategies, or capital markets work before your employer files. This evidence directly supports the specialty occupation classification.
Browse visa-sponsoring treasury roles on Migrate Mate
Finding employers who have sponsored treasury and finance roles before is the most reliable starting point. Migrate Mate filters jobs by sponsorship history, saving you from applying to companies that have no realistic path to supporting your petition.
Frequently Asked Questions
Does a Senior Treasury Analyst role qualify as a specialty occupation for H-1B purposes?
Yes, in most cases. USCIS generally accepts treasury analyst roles as specialty occupations when the position requires a bachelor's degree or higher in finance, accounting, economics, or a directly related field. The risk of denial rises when a job posting lists broad or substitutable degree requirements, since USCIS may argue the role doesn't require a specific body of theoretical knowledge. Positions involving capital markets, derivatives, or complex cash management fare best.
What degree do I need to qualify for H-1B sponsorship as a Senior Treasury Analyst?
A bachelor's degree in finance, accounting, economics, or a closely related quantitative field is the standard requirement. A degree in a loosely related field, such as general business administration, can still qualify but may require stronger supporting evidence that your coursework aligns with treasury functions. Foreign three-year degrees are generally accepted if a credential evaluation confirms equivalency to a U.S. four-year bachelor's degree.
Which types of employers are most likely to sponsor a Senior Treasury Analyst for a visa?
Large multinational corporations, commercial banks, investment firms, and Fortune 500 companies with in-house treasury departments sponsor the most consistently. These employers already have immigration counsel on retainer and established processes for H-1B visa filings. Smaller companies or startups may be willing in principle but often lack the infrastructure to execute sponsorship reliably. Migrate Mate lists treasury roles specifically from employers with verified sponsorship track records.
How does the H-1B lottery affect my chances of being sponsored for this role?
If your prospective employer is a standard cap-subject employer, your petition enters the annual H-1B lottery, which has run at roughly 25 to 30 percent selection rates in recent years. Cap-exempt employers, such as universities or nonprofit research organizations with treasury functions, bypass the lottery entirely. Australians have an additional advantage: the E-3 visa is not subject to any lottery and has an annual allocation that has never been fully used, making it a significantly more predictable path for qualifying candidates.
Can I transfer my H-1B to a new employer if I change treasury jobs?
Yes. H-1B portability allows you to start working for a new employer as soon as they file a transfer petition on your behalf, without waiting for approval, provided you are maintaining valid H-1B status. Your new employer must file a new Form I-129 and Labor Condition Application. The underlying role must still qualify as a specialty occupation, which is straightforward for senior treasury analyst positions at established financial employers.
What is the prevailing wage requirement for sponsored Senior Treasury Analyst 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.