ALDRIN QUIMBO DE GUZMAN

• Processed deposits and remittances accurately before required cut-off times.
• Verified deposits by checking payment amounts, deposit slips, and account details.
• Verified and reconciled transactions by comparing system records with actual deposits.
• Resolved transaction issues by monitoring rejected, pending, or incorrect transactions.
• Managed cash and payment controls to safeguard funds during turnover.
• Maintained documentation including receipts, deposit slips, and remittance forms.
• Compiled daily reports on deposits, remittances, and reconciliation activities.
• Followed company policies and financial regulations with professional customer service.
• Protected customer information while completing all financial processing.
• KYC (Know Your Customer) Procedures

• Managed and processed a diverse range of financial transactions, maintaining high accuracy and efficiency across check clearing, domestic remittances, fund transfers, and bank certificate issuance.
• Oversaw fund transfer and clearing financial transactions, ensuring compliance with regulatory standards.
• Conducted signature verification and authentication for manager's check transactions and internal fund transfers with foreign exchange.
• Domestic remittances and fund transfers
• Bank certificate issuance
• Manager's check transactions
• Signature verification and authentication
• Internal fund transfers with foreign exchange

Advised clients as part-time Financial Advisor with Pru Life UK on life insurance, protection, savings, and financial planning solutions. Conducted consultations to identify financial goals, needs, and priorities, recommending tailored insurance and financial products.

Key Achievement: Recognised as a Top Rookie within the first month of joining Pru Life UK, demonstrating strong performance, initiative, client engagement, and the ability to quickly learn and apply financial advisory and sales practices.

Established and nurtured client relationships through prospecting, referrals, networking, and ongoing engagement. Clearly communicated policy features, benefits, coverage, premiums, and terms, guiding clients throughout application and policy processes.

Leveraged sales, communication, relationship-building, and customer service skills while managing part-time role. Proactively pursued business opportunities and provided after-sales support to enhance clients' understanding of financial protection.

• Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
• Consulted with clients to assess and meet short- and long-term financial goals.
• Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
• Assisted clients in setting realistic financial goals, developing actionable plans to achieve them.
• Promoted business to increase customer base and grow revenue.
• Verified clients' needs and financial resources to determine tailored investment strategy.

Provided comprehensive banking services to clients by accurately handling financial transactions, including cash and check deposits, withdrawals, time deposit accounts, telex and fund transfer transactions, and foreign currency transactions. Handled ATM cash loading and reconciled transactions effectively. Assisted clients with banking needs, provided information on products and services, and promoted and cross-sold bank products such as savings and checking accounts, time deposits, loans, and credit cards. Ensured compliance with bank policies, procedures, security controls, and regulations while maintaining customer service and confidentiality.

• Processed a wide variety of financial transactions, including deposits, withdrawals, and transfers.
• Initiated feedback mechanisms for customers, utilising insights to drive enhancements in service delivery and operational efficiency.
• Collaborated with the IT department to troubleshoot and resolve technical issues affecting teller operations.
• Proactively identify customer needs and recommend suitable banking products and services, while providing clear product information and personalized financial guidance. Build strong customer relationships, generate sales opportunities, assist with applications, and contribute to branch targets while ensuring compliance with bank policies and responsible selling practices.