About Liz Brunton:
Portfolio Manager Treasury & Payment Solutions, Corporate Finance Division- Calgary AB November 2021- Present
- Senior treasury relationship contact responsible for client retention and delivering an exceptional client experience.
- Manage a high profile portfolio with multiple publicly traded companies, bringing in $5,000,000 in sales revenue.
- Assess and improve the treasury process, consult on fraud management and internal compliance as a trusted advisor.
- Senior treasury advisor for client escalations, product information, treasury pricing, implementation timeframes and requirements.
- Setting up credit interest, client pricing, treasury products, and MasterCard for large corporate clients.
- Onboard new clients, expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
- Collaborate with deal teams to develop, present proposals and pitch for new opportunities.
- Undertake negotiations with clients, prospects, and internal partners.
- Collaborate with Corporate Finance, Capital Markets and MasterCard business partners.
- Subject matter expert on Global Offsets.
- Running Treasury and Global Offset presentations for internal partner learning.
- Training new employees.
Experience
Portfolio Manager Treasury & Payment Solutions, Corporate Finance Division- Calgary AB November 2021- Present
Sales Associate Treasury & Payment Solutions, Corporate Finance Division- Calgary AB December 2018- October 2021
Deal Specialist, Technology & Operations - Calgary AB (Corporate Finance Division - Automotive Finance) July 2017-December 2018
Assistant Branch Manager, Personal and Commercial Banking - Calgary AB March 2015 – July 2017
Education
University of Manitoba
Bachelor of Arts in Political Science, International Relations 2014
Canadian Securities Institute
Investment Funds of Canada – Mutual Funds 2014
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