KIS Regional Sales Associate

Location: 4900 Tiedeman Road, Brooklyn Ohio

The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The WMA will provide ongoing operational support for Wealth Market Leaders and their advisor teams within defined markets or regions, focusing on day‑to‑day operational needs of the Wealth Market Leaders and their market sales force. This role is critical to supporting the mass affluent segment within the Bank’s overall delivery model.

• Sales reporting – maintain monthly snapshot of production reports for each PCA for WML.
• Managed Money annual review – download report from Salesforce of outstanding annual reviews that need to be completed.
• System acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead Management.
• New hire onboarding:
  • Act as liaison between new hire and back office to obtain licensing/registration information.
  • Act as liaison between Retail and WML to ensure space/office is available for new hire.
  • Order computer and work with technology team to ensure timely receipt.
  • Process requests for phones, email updates, system access and new hire supplies.
  • Setup new hiring onboarding calendar in collaboration with WML.
  • Provide guidance to new PCA during onboarding for:
    • Setup of Key Connect page with APPs and links.
    • Setup of Web Ex, Microsoft Teams, voicemail, Outlook signature and new Biscom fax line.
    • Overview of all systems used day‑to‑day.
    • Review of “HOT” files for compliance that need to be set up.
  • Book of business:
    • Download list of accounts from NetX for each branch within new territory.
    • Separate list into closed, pending close, active and $0 balance accounts.
    • Review files with WML and send instructions to current PCA for review/return.
    • Review returned files, process book movements.
  • PCA introduction letter (if applicable):
    • Compose letter for review/approval by WML/CSG/Compliance.
    • Assist in obtaining mailing list for review/approval.
    • Assist with mail‑merge/mailing where needed.
  • Offboarding for termed employees:
    • Pull BOB from NetX for retention & calling purposes and future movement.
    • Send back office term notification.
    • Terminate employee in Workday system.
    • Terminate all access.
    • Complete offboard at Key Request and ensure all equipment is returned.
    • Process request for voicemail passcode change, update voicemail and send current voicemails to WML for review/distribution.
    • Remove terminated employee from distribution lists, meetings and Teams page.
    • Create BOB mailing (if applicable).
    • Process BOB movement inclusive of NetX accounts, annuities (including carrier changes) and Fund Direct account to temporary or permanent coverage.
  • Stand in where necessary/appropriate when Wealth Market Leader is unavailable.
  • Assist with partnership communication between Retail and other groups within KIS.
  • Create/maintain market listings inclusive of branch coverage, PCA hub locations.
  • Collaborate with Retail partners and Licensing group to pass along movement within the PCB teams.
  • NetX manager queues – pull reporting, review with Wealth Market Leader and process movements.
  • Book of Business maintenance (for existing or termed reps).
  • Annuity book relationship rep of record changes (for existing or termed reps).
  • HR/Workday support:
    • Maintenance of positions.
      • Open positions / create requisitions.
      • Close positions.
    • Process updates – promotions / demotions, change of location, title, etc.
    • Process Time/PTO corrections.
    • Process as delegate expense reports for WMLs.
    • Review/approve expense reports as delegate for WML.
    • Process purchasing requests for supplies for WML.
  • Day to day office support:
    • Outlook calendar maintenance for WMLs.
    • Set up monthly 1:1s for WMLs, team calls, market calls, etc. as required.
    • Supply orders.
    • Rep code changes within NetX.
    • Annuity rep of record changes.
    • HUB location changes –…