Andrea Felix
Highland,IN
Overview
7
7
years of professional experience
Work History
Executive Administrative Assistant
A Safe Haven Foundation
06.2023 - Current
- Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
- Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Managed and submitted monthly credit card expense reports for accounting
Universal Banker II
Centier Bank
06.2022 - 06.2023
- Helped customers understand and use technical tools such as mobile applications and online banking
- Maintained cash drawer by following exact procedures for transactions and strong security protocols
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each
- Utilize Microsoft programs that will be used on a daily basis such as excel
- Established and maintained relationships with clients
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets
- Assisted customers by answering banking questions and recommending solutions
- Ordered checks, placed stop payment orders and conducted additional special services for customers
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Sales Associate/Cash Handler
Old Navy
03.2018 - 06.2022
- Trained new team members in cash register operation, stock procedures and customer services
- Engaged customers in friendly, professional dialogue to determine needs
- Answered incoming telephone calls to provide store, products and services information
- Helped customers find specific products, answered questions and offered product advice
- Collected payments and provided accurate change
- Trained new employees in policies and procedures
- Answered product questions with up-to-date knowledge of sales and store promotions
- Met sales quota through engaging with customers about store credit card.
Education
Some College (No Degree) in Accounting -
Purdue University Calumet
05.2026
High School Diploma -
Highland High School
05.2021
Skills
- MS Excel
- MS Office
- NetSuite
- QuickBooks
- Yardi
- Concur
Timeline
Executive Administrative Assistant
A Safe Haven Foundation
06.2023 - Current
Universal Banker II
Centier Bank
06.2022 - 06.2023
Sales Associate/Cash Handler
Old Navy
03.2018 - 06.2022
High School Diploma -
Highland High School
Some College (No Degree) in Accounting -
Purdue University Calumet
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