Treasury Analyst Jobs in USA with Visa Sponsorship
Treasury analyst roles attract H-1B visa and E-3 visa sponsorship from banks, corporate finance teams, and fintech firms. Employers filing Labor Condition Applications for this role typically require a finance, economics, or accounting degree and classify it as a specialty occupation. 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+ Treasury Analyst Jobs
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Get Access To All JobsTips for Finding Visa Sponsorship as a Treasury Analyst
Target corporate treasury departments at large employers
Fortune 500 companies and major financial institutions sponsor treasury analysts far more consistently than smaller firms. Their established immigration programs mean faster LCA filings and fewer first-time sponsorship delays.
Lead with quantifiable treasury experience
Employers justify H-1B specialty occupation claims with role-specific complexity. Highlighting cash flow modeling, FX hedging, or liquidity forecasting work strengthens the petition and signals the degree-level requirements officers expect.
Confirm your degree field matches the role
USCIS expects a direct relationship between your degree and the position. Finance, economics, accounting, or mathematics degrees align cleanly. A general business degree may require additional documentation to establish specialty occupation status.
Ask about sponsorship before the final interview round
Raise visa sponsorship early in the process, not after an offer. Treasury hiring managers at sponsoring firms are accustomed to the question, and it avoids wasted time if the team lacks immigration budget or legal infrastructure.
Understand the LCA prevailing wage process
Your employer files a Labor Condition Application with the Department of Labor before your visa petition. The LCA certifies the offered role meets prevailing wage standards for treasury analyst positions in that specific metro area.
Leverage CPA or CFA credentials strategically
Professional certifications like the CFA or CPA reinforce specialty occupation arguments in visa petitions. They demonstrate the role demands graduate-level analytical judgment, which officers weigh alongside your degree when evaluating H-1B eligibility.
Frequently Asked Questions
Does a treasury analyst role qualify as a specialty occupation for H-1B purposes?
Treasury analyst positions generally qualify as specialty occupations because they typically require at minimum a bachelor's degree in finance, economics, accounting, or a related field. USCIS looks at whether the degree requirement is standard for the industry and whether the duties are complex enough to necessitate that education. Roles involving FX risk management, intercompany cash pooling, or capital markets analysis tend to pass this test more cleanly than generalist analyst titles.
Which visa types are most commonly sponsored for treasury analyst jobs?
H-1B visa is the most common sponsorship path, used by banks, corporate treasury teams, and fintech companies. Australian citizens can pursue the E-3 visa, which has no lottery and is significantly easier to obtain. TN visa status is available to Canadian and Mexican nationals if treasury analysis appears under an eligible USMCA profession. All three require employer-filed applications before you can begin work.
How can I find treasury analyst jobs that offer visa sponsorship?
Migrate Mate is built specifically for international professionals seeking visa-sponsoring employers and filters treasury analyst roles by sponsorship history. Beyond that, target employers with active LCA filings on the Department of Labor disclosure database, which shows which companies have sponsored similar roles in prior years. Large financial institutions and multinationals with dedicated immigration counsel are the most reliable sponsors.
Does my degree field matter for treasury analyst H-1B petitions?
Yes, and it matters more than most applicants expect. USCIS requires a direct relationship between the degree field and the job duties. Finance, accounting, economics, and applied mathematics are the cleanest fits. A general business administration degree can work but may require a detailed letter from the employer explaining why the position demands that specific educational background. Degrees in unrelated fields face significant hurdles.
What are the realistic H-1B approval odds for treasury analyst roles?
Approval rates for finance and treasury roles are generally strong once a petition clears the lottery, with USCIS approving the majority of specialty occupation claims in this category in recent fiscal years. The bigger challenge is selection: only around 25% of cap-subject registrations were chosen in FY2025. Employers with cap-exempt status, such as certain nonprofits and universities, can file outside the lottery entirely, which is worth exploring if you qualify.
What is the prevailing wage requirement for sponsored 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.