Brian Liu, CTP

Experience

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  Bank of Montreal

  Nov 2012 - Jun 2015

  Cash Management Specialist

  ● Responsible for managing the Cash Management needs of mid-market portfolio. Achieve sales targets for products and services through strategic planning, relationship management, portfolio retention. As well as developing new business.● RFP preparation and submission. ● Maximize Cash Management growth & profitability by developing and implementing sales and service plans.● Executing complex project implementations timely by coordinating with bank partners including Commercial Banking, Foreign Exchange, Trade Finance and Harris Bank for cross-border cashflow management. Show less

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  National Bank of Canada

  Aug 2015 - now

  Treasury Manager

  ● Responsible for prospecting and business development ● Provide leadership and strategy to grow deposit base and spread● Support and promote Cash Management within various commercial banking groups and specialized group● Provide leadership to commercial banking officers and online technical experts to implement cash management products. Ensuring smooth onboarding experience for new and existing clients. ● Present professional RFP proposals and guiding short-term and long-term Cash Management Strategies to improve clients cash flow ● Review high risk clients. Ensuring bank policies and procedures are followed to minimize banking risk exposure. Including KYC and Money Laundering Show less