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Liz Brunton

Liz Brunton

Treasury Portfolio Manager

Banking / Loans

Calgary, Alberta

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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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