MAKAYLA PIERCE
Rockford,MI
Summary
Driven and committed financial services professional with a strong work ethic and a proven track record of meeting and exceeding performance goals. Highly organized and detail-oriented, with experience analyzing financial information, evaluating client needs, and supporting lending and financial decisions. Known for taking initiative, maintaining accuracy, and following through on responsibilities in fast-paced environments. Eager to apply my financial experience and analytical mindset to new challenges while continuing to grow within the finance industry.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
Rockford, Michigan
03.2022 - Current
- Analyzed customer financial profiles, including income sources, assets, liabilities, and existing banking relationships, to identify financial needs and recommend tailored solutions.
- Reviewed financial documentation and supporting records for completeness and accuracy to facilitate lending and account-opening decisions.
- Apply risk-management principles, internal banking guidelines, and regulatory requirements when reviewing customer information and financial products.
- Collaborated with mortgage, business banking, and investment specialists to develop coordinated solutions addressing diverse financial needs.
- Maintain accurate customer financial records, documentation, and compliance requirements while managing multiple priorities.
- Analyzed customer financial needs to recommend suitable products and services for optimal satisfaction.
- Cultivated strong client relationships through personalized banking solutions and exceptional service.
Team Lead
KFC / A&W
Rockford, MI
01.2018 - 01.2022
- Led daily operations and employee training, ensuring adherence to cash controls and compliance procedures in fast-paced environment.
- Supervised daily operations to ensure quality and efficiency in food preparation and service.
- Trained and mentored team members on operational standards and customer service protocols.
- Implemented inventory management processes to minimize waste and optimize stock levels.
- Led team in daily operations, ensuring efficient workflow and high service standards.
- Trained and mentored staff on customer service best practices and operational procedures.
Education
Bachelor of Science - Finance
Purdue University
01-2025
Associate Degree -
Grand Rapids Community College
06-2022
Skills
- Credit & Risk Assessment
- Financial Analysis
- Financial Statement Analysis
- Financial Reporting
- Loan documentation
- Underwriting Support
- Regulatory Compliance
- Excel proficiency
- Process Improvement
- Client Relationship Management
- Networking Strategies
- Attention to detail
- Account maintenance
Accomplishments
- Float Personal Banker of the Year - 2023 | Fifth Third Bancorp, recognized for outstanding performance across the organization.
- Top Quartile Performer - 2025, finishing within the top 25% of the peer group based on overall performance.
- Achieved 150% of One Bank & Lending production goal, significantly exceeding established performance expectations.
Certification
- FINRA Securities Industry Essentials (SIE) Exam - Passed
- Notary Public
- Medallion Certified
Timeline
Personal Banker II
Fifth Third Bank
03.2022 - Current
Team Lead
KFC / A&W
01.2018 - 01.2022
Bachelor of Science - Finance
Purdue University
Associate Degree -
Grand Rapids Community College