Liz Brunton

Treasury Portfolio Manager

Talent

Calgary, AlbertaMember since March 9, 2023

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About

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.