Ashley Wheeler

Cash Management Specialist at BB&T
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Richmond Region, GH

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Credentials

  • Running a Profitable Business: Revenue Recognition
    LinkedIn
    Jul, 2019
    - Oct, 2024

Experience

  • BB&T
    • United States
    • Financial Services
    • 700 & Above Employee
    • Cash Management Specialist
      • Feb 2020 - Present

      Due to industry regulations, I am unable to accept recommendations andendorsements. TIS will not accept purchase or sale orders via LinkedIn or itsmessaging system.Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-banksubsidiary of Truist Financial Corporation. Securities and insurance products orannuities sold, offered or recommended by Truist Investment Services are not adeposit, not FDIC insured, not guaranteed by a bank, not insured by any federalgovernment agency and may lose value. Not all products and services are availablein all states and financial advisors for Truist Investment Services may only conductbusiness in states and jurisdictions where they are properly registered. Therefore, aresponse for information may be delayed. Investors outside of the United States aresubject to additional securities and tax regulations within their applicable jurisdictionsthat are not addressed on this site. For more information please contact yourfinancial advisor. For additional important disclosures, please visit:https://www.truist.com/wealth/tis-disclosure

  • Wheeler’s Boutique LLC
    • Small Business Owner
      • Feb 2017 - Feb 2020

      BookkeepingMaintain the daily operations of the businessMeet the required sales quotas to maintain active consultant statusProvide excellent customer service and promote sales BookkeepingMaintain the daily operations of the businessMeet the required sales quotas to maintain active consultant statusProvide excellent customer service and promote sales

  • BB&T
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Division Team Leader
      • Jan 2015 - Jan 2017

      Assisted support manager in the coordination, planning, scheduling and execution of all activitiesAssisted as needed with work to ensure timely completionProvided training and development of new employeesMonitored work flow within the designated team and make recommendations to appropriate supervisorLed and coordinated daily work flow to ensure utilization of personnel within team

    • Operational Risk Cash Associate I/II
      • Sep 2009 - Jan 2016

      Provided telephone and email support with armored vendors Utilized spreadsheets for monthly and daily reportingReconciled entries to Cash In Transit, teller cash, clients DDA’s, and In Store Safe accountsOrdered coin and currency to maintain proper inventory levelsActed as liaison between vendors, clients and internal departments

    • Currency Processing Teller
      • Dec 2008 - Sep 2009

      Operated currency equipment and cash processing softwareMaintained a balanced cash drawer and accurate records of all exchangesAccepted incoming currency deposits and change orders adhering to formal documented Security ProceduresPrepared and released outgoing shipments for customers and Federal Reserve

Education

  • University of Phoenix
    Graduate Accounting Certificate, Accounting
    2019 - 2019
  • Virginia Commonwealth University
    Bachelor of Science - BS, Business Administration and Management, General
    -

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