Sahnefah Mcintyre
Chester,US
Summary
Financial advisor with 5 years of experience in the financial industry, renowned for driving customer satisfaction through innovative banking solutions and strategic client engagement. Expert in transaction processing, communication, and loss prevention, consistently enhancing branch performance and operational efficiency. Committed to leveraging analytical skills and a collaborative approach to deliver exceptional banking experiences and foster enduring client relationships.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
Work History
Personal Banker
TD Bank
Philadelphia, Pennsylvania
01.2026 - Current
- Assisted clients with account openings and maintenance at Citadel Bank.
- Provided personalized financial advice to meet customer needs and goals.
- Educated clients on banking products and services available at Citadel Bank.
- Resolved client inquiries and issues efficiently through effective communication skills.
- Maintained compliance with banking regulations and internal policies at Citadel Bank.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Financial Advisor
Citadel bank
Brookhaven, PA
11.2024 - 01.2026
- Act as the primary point of contact between clients, financial institutions, and internal teams
- Coordinate financial transactions and ensure compliance with policies and regulations
- Analyze financial data and prepare reports for management review
- Resolve discrepancies and investigate account issues efficiently
- Maintain accurate documentation and records of financial activities
- Maintained compliance with banking regulations and internal policies at Citadel Bank.
Assistant manager/Personal Banker
Wsfs Bank
Lansdowne, pa
08.2022 - 10.2024
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Opened new checking, savings and lines of credit for customer accounts.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Delivered exceptional service to customers in person or over telephone.
- Counted drawers and reconciled remaining cash to account for deposits and dispersals.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Led team meetings to align project goals and timelines.
- Analyzed market trends to inform strategic decision-making processes.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
Personal banker
Pnc bank
Brookhaven
04.2020 - 07.2022
- Collaborate with management to enhance sales strategies, boosting branch output and service quality.
- Assist clients in account management, loan processing, and service enrollment, ensuring satisfaction.
- Cross-sell financial products, aligning offerings with customer needs for optimal solutions.
- Manage transactions like deposits and wire transfers, ensuring seamless banking experiences.
- Expand client base through networking, encouraging portfolio growth among existing customers.
- Facilitated account management processes, ensuring accurate setup and closure, which streamlined customer interactions and reduced wait times.
Education
High School Diploma -
Chester High School
Chester, PA 09.2009 - 01.2012
Skills
- Retail Sales
- Cash Handling
- Credit Cards
- Customer Service
- Loss Prevention
- Merchandising
- Banking
- Financial Services
- Transaction Processing
- Communication
- Financial analysis
- Transaction coordination
- Market analysis
- Planning for retirement
- Investments planning
- Budget compliance
- Financial advising
- Funding education
Additional Information
Guide clients in financial decisions, enhancing satisfaction and loyalty., Achieved high customer retention through personalized banking solutions., Utilize strong analytical skills to assess financial needs and opportunities., Resolve complex client issues, ensuring seamless banking experiences., Contribute to branch growth with strategic client engagement., Cultivated strong client relationships, enhancing customer loyalty and driving measurable growth in account retention rates., Implemented digital banking solutions, streamlining processes and significantly reducing wait times for customer transactions., Collaborated with team members to optimize service protocols, leading to a marked increase in operational efficiency.
Timeline
Personal Banker
TD Bank
01.2026 - Current
Financial Advisor
Citadel bank
11.2024 - 01.2026
Assistant manager/Personal Banker
Wsfs Bank
08.2022 - 10.2024
Personal banker
Pnc bank
04.2020 - 07.2022
High School Diploma -
Chester High School
09.2009 - 01.2012