Ashley J. Sheets
North Wilkesboro,NC
Summary
Detail-oriented professional with over 14 years in banking and customer relations. Successfully built and maintained long-term client relationships while consistently exceeding sales and satisfaction goals. Expertise in data analysis and operational compliance enhances the ability to deliver tailored financial solutions.
Overview
17
17
years of professional experience
Work History
Senior Relationship Banker
First National Bank
02.2026 - Current
- Built and maintained long-term relationships with personal and business banking clients by providing tailored financial solutions and exceptional customer service.
- Achieved sales, referral, and customer satisfaction goals through proactive relationship management and needs-based conversations, enhancing client engagement.
- Identified clients’ financial goals and recommended appropriate banking products and services, including checking and savings accounts, loans, credit cards, mortgages, and investment referrals.
- Generated and managed new business opportunities through referrals, networking, and community outreach, contributing to branch growth.
- Resolved customer concerns efficiently, delivering personalized solutions to enhance client loyalty and retention.
- Processed a variety of complex financial transactions accurately while ensuring compliance with banking regulations policies, and security procedures.
- Collaborated with mortgage, wealth management, and business banking specialists to deliver tailored financial solutions, ensuring comprehensive client service.
- Mentored and supported junior team members by sharing product knowledge, best practices, and customer service techniques.
Accounting Senior Specialist
Lowe’s Companies Inc.
12.2020 - 04.2025
- Reconciled 10M FedEx parcel invoices monthly, ensuring accuracy and compliance.
- Conducted monthly account analysis to identify and resolve discrepancies, enhancing financial integrity.
- Led cross-functional teams to enhance customer service and operational efficiency.
- Developed training materials for new hires to ensure consistent employee performance.
- Collaborated with management to implement inventory control strategies and systems.
Transportation Accounting: Payables- Specialist
Lowe’s Companies Inc.
05.2018 - 12.2020
- Analyzed and managed freight invoices for various freight carriers.
- Identified root causes for match exceptions and reduced the number of suspended invoices.
- Improved on-time payment by partnering with transportation and carriers to identify and resolve issues causing match exceptions.
- Communicated regularly with carriers to ensure smooth operations through consistent and routine updates.
- Participated in regular calls with carriers to discuss operational updates. and meetings.
- Provided prompt, accurate and complete responses to carrier’s questions.
- Reviewed and validated training materials to ensure accurate reflection of transaction process flows.
Lowe’s Executive Customer Relations-Case manager
Lowe’s Companies Inc.
12.2016 - 05.2018
- Case Managed 70+ high profile, highly escalated customer complaints.
- Collaborated with the Better Business Bureau, Attorney Generals, Lowe’s legal, Public Relations, Vice President of Store Operations, District Managers, Store Managers, IT, Loss Prevention, multiple business sectors as well as vendors to bring complex cases to resolution.
- Supported leadership by creating executive summaries on high-visibility cases to facilitate informed decision-making.
- Managed distribution of inbound emails and case information among team members to ensure timely follow-ups and resolution.
- Collaborated with subject matter experts across business divisions to identify and implement process improvements.
Contact Center Sales Pro
Lowe’s Companies Inc.
01.2016 - 12.2016
- Managed agent productivity and addressed process-related questions to enhance team efficiency.
- Mentored and developed underperforming agents in productivity, process adherence, and resource utilization.
- Ensured all business tools and processes were utilized correctly and all necessary tools are available to agents.
- Resolved customer escalations by providing amicable solutions and maintaining customer satisfaction.
- Monitored lowes.com potential fraud orders, kept records, answered questions regarding suspicious transactions and communicated with .com team to clear orders on hold.
Store manager
Holly Mountain Enterprises
07.2009 - 02.2011
- Solely responsible for all daily operations.
- Supervised fourteen employees, scheduled work hours, and maintained employee records to support operational efficiency.
- Managed inventory and procurement processes for equipment and supplies to ensure optimal stock levels.
- Generated and adjusted employee scheduling according to customer influx and based on business needs.
- Analyzed sales records and recorded data to determine future product offering.
- Collaborated with distributors and vendors to coordinate timely delivery of supplies, ensuring uninterrupted operations.
Education
Associate - science and arts
Wilkes Community College
Wilkesboro, NC01-2023
Skills
- Management experience
- Interpersonal skills
- Technical skills
- Analytical skills
- Service-oriented mindset
- Accountability
- Cross-skilled
- Results-oriented
- Well organized
- Knowledgeable
- Resourceful
Technology Proficiencies
- Microsoft- Access, Excel, PowerPoint, SharePoint, and Word.
- Power BI, Parcel Pay, DART, PeopleSoft, BMX Helix ITSM, OpenText, Jira Service Management, OSI, Click-software, ISST, Echo-Sign, and Cyber Source.
Timeline
Senior Relationship Banker
First National Bank
02.2026 - Current
Accounting Senior Specialist
Lowe’s Companies Inc.
12.2020 - 04.2025
Transportation Accounting: Payables- Specialist
Lowe’s Companies Inc.
05.2018 - 12.2020
Lowe’s Executive Customer Relations-Case manager
Lowe’s Companies Inc.
12.2016 - 05.2018
Contact Center Sales Pro
Lowe’s Companies Inc.
01.2016 - 12.2016
Store manager
Holly Mountain Enterprises
07.2009 - 02.2011
Associate - science and arts
Wilkes Community College