David Megwa
Oklahoma City,OK
Summary
- Results-driven Information Technology professional with a strong background in supporting financial operations and delivering exceptional customer service. Proficient in managing and reconciling financial transactions with a focus on accuracy, efficiency, and compliance. Demonstrated success in orchestrating promotional events that effectively introduce and market products, leveraging analytical skills to enhance customer engagement and drive business growth. Committed to cultivating relationships and fostering a collaborative environment to achieve organizational objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
City National Bank & Trust
2025.07 - Current
- Executed opening and closing procedures with precision, ensuring all cash drawers, financial instruments, and branch operations were balanced and compliant with institutional policies and regulatory standards.
- Processed a high volume of customer and non-customer financial transactions, including deposits, withdrawals, check cashing, and same-day payment services, while maintaining strict adherence to compliance and security protocols.
- Delivered exceptional client support by resolving online and mobile banking inquiries, troubleshooting account discrepancies, and providing accurate information on bank products and services.
- Conducted cash drawer reconciliations and variance investigations, ensuring accuracy and accountability in all monetary transactions.
- Maintained confidentiality and upheld the highest standards of professionalism in managing sensitive customer and financial data.
Store Manager
Euphora
2022.05 - 2025.06
- Oversaw recruitment and onboarding processes for new staff, ensuring compliance with internal policies and facilitating a smooth transition into operational roles.
- Conducted training sessions and communicated company values and protocols to new hires, promoting a cohesive and professional work environment.
- Developed and maintained employee schedules based on availability and staffing needs, demonstrating strong organizational and time management skills.
- Managed daily financial procedures, including handling cash, reconciling registers, and preparing secure bank deposits in accordance with company policy.
- Directed social media and marketing initiatives by creating visual content, drafting communications, and monitoring engagement to support brand growth.
- Assisted with customer service operations by responding to inquiries, resolving concerns, and maintaining a high standard of professionalism in all client interactions.
- Contributed to overall office efficiency through proactive support, attention to detail, and the ability to manage multiple administrative responsibilities simultaneously.
Front Desk Receptionist
Private reserve Gardens
2020.06 - 2022.12
- Assisted patients in identifying their needs and provided appropriate guidance and recommendations, demonstrating empathy, discretion, and clear communication.
- Verified patient documentation by checking valid driver's licenses and medical cards, ensuring compliance with legal and regulatory standards.
- Scheduled doctor appointments for new patients, coordinating availability and maintaining accurate records in a fast-paced environment.
Cashier/ Asst. Manager
Panda Garden Chinese Restaurant
2017.10 - 2020.02
- Managed cash transactions and prepared cash drops, ensuring accurate financial reporting and accountability.
- Assisted in the distribution of payroll to staff, contributing to smooth operational processes.
- Addressed customer inquiries and resolved issues, including processing refunds and handling online orders, to enhance customer satisfaction.
- Held responsibility for the mailbox key, demonstrating trustworthiness and reliability.
- Provided support to servers during peak hours, ensuring efficient service and a positive dining experience.
- Monitored the dining area to prevent unauthorized departures, while primarily focusing on maintaining high levels of customer satisfaction.
Education
Bachelor's degree - Communication
University of Oklahoma
Norman, OK05.2020
Skills
- Customer inquiry handling
- Bank Secrecy Act
- Productivity software
- Account analysis
- Management
- Microsoft Office
- Administrative experience
- Personnel records management
- Organizational skills
- Customer service
- Staff scheduling
- Typing
- Financial services
- Record keeping
- Loading
- Sales
- Payroll processing
- Senior Leadership
- Debt collection phone call
- Attention to detail
- Customer complaint resolution
- Client relationship development
- Data entry
- Phone etiquette
- Payroll record maintenance
- 10 key typing
Certification
Driver's License
Additional Information
Rapid Adaptability & Quick Learning: Able to efficiently absorb new information and systems to support dynamic legal environments., Reliability & Dependability: Consistently trusted to manage confidential tasks with discretion and accuracy., Exceptional Communication: Strong verbal and written skills for clear client correspondence and internal collaboration., Technical Proficiency: Skilled in Microsoft Office Suite, Internet research, and general computer systems., Project & Time Management: Proven ability to organize, prioritize, and execute multiple tasks and deadlines effectively., Leadership & Team Coordination: Experienced in managing diverse teams and fostering a collaborative work atmosphere., Marketing & Client Outreach: Knowledgeable in promotional strategies to enhance brand visibility and client engagement., Patience & Problem-Solving: Combines persistence and empathy to resolve client issues and troubleshoot challenges professionally.
Languages
English
Personal Information
- Driving License: Yes
- Work Permit: Authorized to work in the US for any employer
- Visa Status: Authorized to work in the US for any employer
Timeline
Personal Banker
City National Bank & Trust
2025.07 - Current
Store Manager
Euphora
2022.05 - 2025.06
Front Desk Receptionist
Private reserve Gardens
2020.06 - 2022.12
Cashier/ Asst. Manager
Panda Garden Chinese Restaurant
2017.10 - 2020.02
Bachelor's degree - Communication
University of Oklahoma