Summary
Overview
Work History
Education
Skills
Timeline
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Ashley Wheeler

Powhatan,VA

Summary

Results driven Platform Support Analyst with 12+ years experience in the banking industry. Skilled in requirements gathering, research, reconciliation, accounting, and training. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

15
15
years of professional experience

Work History

Wealth Platform Support Analyst

Truist Bank
Richmond, VA
09.2022 - Current
  • Answered questions regarding software functionality, troubleshooting hardware and software problems, and configuring system settings.
  • Execute testing and validation efforts required for ad-hoc vendor related system enhancements.
  • Document requirements and execute testing and validation efforts for system updates associated with business process improvement initiatives.
  • Maintain a solid understanding of the process/system enhancements for primary vendors supporting the Platform and Operations LOBs.
  • Leverage Line of Business expertise and critical thinking skills to effectively evaluate, analyze, and resolve escalated issues regarding Wealth LOB operational and processing system applications.

Cash Management Specialist/Cashiering Specialist

BB&T Securities now Truist Investment Services
Richmond, VA
01.2020 - 09.2022
  • Processed client disbursements to include checks, wires, and ACH transactions.
  • Balanced various bank accounts daily using spreadsheets and research to resolve outages in a timely manner.
  • Processed deposit, ACH, and wire returns along with charging appropriate fees.
  • Assisted financial advisors and client service associates by researching and responding to inquiries.
  • Settled operating accounts by maintaining a daily spreadsheet of activity.

Owner/Manager

Wheeler's Boutique LLC
Powhatan, VA
03.2017 - 03.2020
  • Prepared and managed all invoices with clients and vendors.
  • Maintained the daily operations of the business.
  • Maintained bookkeeping and GL accounts.
  • Provided excellent customer service and promoted sales.

Operations Division Team Lead

BB&T
Richmond, VA
09.2009 - 01.2015
  • Provided telephone and email support with armored vendors.
  • Utilized spreadsheets for monthly and daily reporting.
  • Reconciled entries in numerous internal and external accounts.
  • Ordered coin and currency to maintain proper inventory levels at $1 million per vault.
  • Acted as liaison between vendors, clients, and internal departments.

Currency Processing Teller

BB&T
Richmond, VA
12.2008 - 09.2009
  • Operated currency equipment and cash processing software.
  • Maintained a balanced cash drawer and accurate records of all exchanges.
  • Accepted incoming currency deposits and change orders adhering to formal documented Security Procedures.
  • Prepared and released outgoing shipments for customers and Federal Reserve.

Education

Graduate Certificate - Accounting

University of Phoenix
Tempe, AZ
12-2019

Bachelor of Science - Business Administration And Management

Virginia Commonwealth University
Richmond, VA
08-2008

Skills

  • Training & Development
  • Communication
  • Troubleshooting
  • Analytic Skills
  • MS Office Proficient
  • Account Reconcilement
  • Documenting Requirements

Timeline

Wealth Platform Support Analyst

Truist Bank
09.2022 - Current

Cash Management Specialist/Cashiering Specialist

BB&T Securities now Truist Investment Services
01.2020 - 09.2022

Owner/Manager

Wheeler's Boutique LLC
03.2017 - 03.2020

Operations Division Team Lead

BB&T
09.2009 - 01.2015

Currency Processing Teller

BB&T
12.2008 - 09.2009

Graduate Certificate - Accounting

University of Phoenix

Bachelor of Science - Business Administration And Management

Virginia Commonwealth University

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Ashley Wheeler