Executive Support & Operations Specialist
Resume:
Jessica Lucidi
Phoenix, AZ *****
************@*****.***
PROFESSIONAL SUMMARY
Detail-oriented professional with extensive experience in executive support, client services, and operational coordination across fast-paced, regulated environments. Proven ability to manage complex workflows, maintain compliance, and support leadership through strong, organization, communication, and problem-solving skills. Known for building trusted relationships, improving processes, and contributing to high-performing teams.
SKILLS
Executive & Administrative Support
Client & Account Coordination
Process Improvement
Calendar Meeting & Travel Coordination
Compliance & Policy Adherence
Data Tracking & Reporting
Relationship management
Customer Service Excellence
PROFESSIONAL EXPERIENCE
Personal Banker II
Phoenix, AZ
BOK Financial/ Jun 2023 to Current
Serve as a primary point of contact for clients, providing guidance, issue resolution, and tailored service solutions.
Manage sensitive documentation and transactions while assuring adherence to organizational policies and regulatory standards.
Coordinate account updates, service requests, and documentation with accuracy and attention to detail.
Strengthen client relationships through proactive follow-ups and timely problem resolution, contributing to retention and satisfaction.
Maintain accurate records within internal systems and databases.
Support team productivity by collaborating across departments and mentoring new team members.
Conduct routine audits and reviews to ensure operational accuracy and risk mitigation.
Executive Assistant/Operations Support
Phoenix, AZ
National Bank of Arizona/ Jul 2020 to Jan 2023
Provided comprehensive administrative support to executive leadership, managing calendars, correspondence, and priorities.
Prepared reports presentations, and spreadsheets to support decision-making and performance tracking.
Coordinated meetings, conferences, and travel logistics for senior leadership.
Processed expense reports and reimbursements with accuracy and confidentiality.
Managed high-value communication via phone and email, ensuring timely responses and follow-through.
Maintained organized digital and physical filing systems to improve occupational efficiency.
Administrative Assistant
Scottsdale, AZ
Hobbs + Black Architects/ Apr 2016 to Jul 2020
Supported daily office operations for a professional services firm, ensuring smooth administrative workflows.
Coordinated schedules, meetings, and client appointments for leadership and staff teams.
Managed office supplies, vendor communications, and purchase orders.
Documented meeting notes and distributed materials to support effective collaboration.
Served as first point of contact for clients, visitors, and vendors, representing the firm professionally.
Maintained records, correspondence, and internal documentation to support organizational efficiency.
Senior Member Service Representative
Omaha, NE
Pentagon Federal Credit Union/ Jul 2003 to Feb 2012
Delivered high-volume customer support while maintaining a strong focus on service quality and resolution.
Resolved complex client concerns through, research, coordination, and follow-up.
Trained and mentored new staff on systems, procedures, and communication standards.
Supported retention efforts by maintaining consistent follow-up and relationship management.
Acted as a liaison between departments to resolve escalations efficiently.
EDUCATION
BBA: Business Administration and Management
Wesleyan University-Omaha, NE
May 2008
PERSONAL INFORMATION
Titles: Executive Assistant & Personal Banker
LOCATIONS
Phoenix, AZ, 85018
#HRJ#5443e1fd-1335-406f-a841-dbb5dac06ff2#
Contact this candidate