Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Amy Dorival

Wayne

Summary

Financial Services Professional with strong track record in delivering results and driving financial success. Expertise in financial analysis, risk management, and client relations ensures effective decision making and strategic planning. Known for fostering team collaboration and adapting to evolving needs, consistently supporting colleagues and clients. Reliable problem solver with focus on achieving goals and maximizing performance.

Overview

4
4
years of professional experience

Work History

Financial Services Officer III

Columbia Bank
05.2023 - Current
  • Managed a $257M+ branch portfolio, ensuring strict compliance with regulatory standards while driving consistent revenue growth.
  • Exceeded growth targets by achieving #1 ranking on the overall branch scorecard and growing branch balances by $8M+ in 2024, leveraging cross-selling opportunities and strong client relationships.
  • Achieved a #1 ranking for 100% customer satisfaction, reflecting outstanding service in processing loans, account openings, and various banking requests.
  • Demonstrated exemplary leadership, providing mentorship and professional development that resulted in multiple staff promotions.
  • Collaborated with cross-functional teams (e.g., compliance, wealth management, CRE, C&I, SBA) to resolve complex lending cases and ensure alignment with regulatory requirements.
  • Consistently surpassed monthly performance targets for loans, deposits, and other key metrics, elevating overall branch productivity and profitability.
  • Leveraged technology platforms and data analysis tools (Excel, Salesforce, Nautilus, Power BI) to streamline processes, enhance reporting accuracy, and drive data-driven decision-making.
  • Conducted regular branch audits to uphold regulatory standards, identifying process improvements that boosted operational efficiency.
  • Maintained meticulous transaction records, enabling swift retrieval during audits and ensuring robust compliance controls.
  • Resolved escalated client concerns diplomatically, consistently meeting service standards while adhering to company policies.
  • Developed tailored financial plans for clients, driving long-term wealth growth, risk management, and financial stability.

Assistant Branch Manager

Columbia Bank
05.2021 - 04.2023
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.

Education

MBA - Business Analytics

Montclair State University
Montclair, NJ
05-2025

Bachelor of Arts - Psychology

Montclair State University
Montclair, NJ
05-2020

Skills

  • Portfolio Management
  • Risk management
  • Regulatory compliance
  • Financial Analysis
  • Account retention
  • Cross Functional Collaboration
  • Customer service
  • Leadership & Team Development

Languages

Spanish
Native or Bilingual

Timeline

Financial Services Officer III

Columbia Bank
05.2023 - Current

Assistant Branch Manager

Columbia Bank
05.2021 - 04.2023

MBA - Business Analytics

Montclair State University

Bachelor of Arts - Psychology

Montclair State University

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Amy Dorival