Treasury Operations Analyst Jobs in USA with Visa Sponsorship
Treasury Operations Analysts manage cash positioning, payment processing, and liquidity reporting, roles that consistently qualify for H-1B visa and E-3 visa sponsorship because they require a finance or accounting degree in a directly related field. Most openings come from banks, corporate treasury departments, and financial services firms. 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
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Get Access To All JobsTips for Finding Visa Sponsorship as a Treasury Operations Analyst
Target employers with established treasury functions
Large banks, Fortune 500 corporations, and asset managers file H-1B petitions regularly for treasury roles. These employers have immigration counsel on retainer and understand the LCA and I-129 process, making sponsorship far smoother than at smaller firms.
Lead with your degree field, not just your title
USCIS requires a specialty occupation match between your degree and the role. A finance, accounting, or economics degree strengthens your H-1B petition significantly. Mention your degree field early in applications and interviews, not as an afterthought.
Understand the LCA before your offer conversation
Your employer must file a Labor Condition Application with the Department of Labor before your H-1B petition. Knowing this process shows employers you're serious and removes the intimidation factor that causes many hiring managers to avoid sponsorship conversations entirely.
Australian citizens should ask about the E-3 specifically
The E-3 visa is faster, cheaper, and has no lottery. Treasury Operations Analyst roles qualify as specialty occupations under E-3 requirements. Many employers who hesitate on H-1B sponsorship are open to E-3 once they understand the reduced cost and administrative burden.
Certifications strengthen your specialty occupation case
CTP, CFA, or CPA credentials signal that your role requires specialized knowledge beyond a general degree. This reinforces the specialty occupation argument in your H-1B petition and can differentiate you when multiple candidates are competing for a sponsored position.
Time your application around H-1B cap deadlines
Cap-subject H-1B registrations open each March for an October 1 start date. If your OPT or current status expires before then, ask your employer about cap-exempt options or whether a change of status to another category can bridge the gap.
Frequently Asked Questions
Does a Treasury Operations Analyst role qualify for H-1B sponsorship?
Yes. Treasury Operations Analyst is a specialty occupation under USCIS standards because it normally requires a bachelor's degree or higher in finance, accounting, economics, or a related field. USCIS has approved H-1B visa petitions for this title across banking, corporate treasury, and financial services consistently. The key is ensuring the job description reflects degree-specific duties, not generalist administrative tasks.
What degree do I need for an employer to sponsor me in this role?
A bachelor's degree in finance, accounting, economics, or business with a finance concentration is the standard requirement. USCIS assesses whether your degree field directly relates to the job duties. A degree in an unrelated field, even with years of treasury experience, can complicate the specialty occupation argument and may require additional evidence from your employer's attorney.
Are Australian citizens on the E-3 visa eligible for Treasury Operations Analyst positions?
Yes. Treasury Operations Analyst qualifies as a specialty occupation for E-3 visa purposes, and Australian citizens can apply at a U.S. consulate without going through the H-1B lottery. The employer still files an LCA with the Department of Labor, but there's no annual cap and no random selection. Approval rates for well-documented E-3 visa petitions in finance roles are consistently high.
How do I find employers who will sponsor a Treasury Operations Analyst visa?
Migrate Mate lists sponsorship-open treasury and finance roles vetted for visa eligibility. Beyond that, large financial institutions, multinational corporations with active treasury departments, and regional banks with dedicated cash management teams are your strongest targets. Employers who have filed H-1B LCAs in prior years are publicly searchable through Department of Labor disclosure data, which shows which companies hire for this title.
What happens to my visa status if I switch treasury employers mid-petition?
If you're already on H-1B status, you can change employers through H-1B portability once your new employer files an I-129 petition and you've been in valid H-1B status for at least 240 days on the prior approval. If you're still in the petition process, the original petition is tied to the sponsoring employer and doesn't transfer. Starting a new petition with the new employer resets the timeline.
What is the prevailing wage requirement for sponsored Treasury Operations 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.