Salesperson for Retail Sales

The Wealth Market Associate (WMA) will report directly to the Head of Field Support. The WMA is dedicated to the Mass Affluent Market and will act as a trusted team member focusing on day-to-day operational needs of the Wealth Market Leaders and their market sales force. This role will be critical in helping to support a mass affluent segment to our overall delivery model within the Bank.
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 done.
System Acumen – Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead Management
Act as liaison between new hire and back off in order to obtain information needed for licensing/registration.
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.
Set up of Key Connect Page with APPs and links
Set up of WebEx, Microsoft Teams, Voicemail, Outlook Signature and obtaining a new Biscom Fax line.
Download a list of accounts out of NetX for each branch within new territory
Separate list into files for review – closed accounts, pending close accounts, active accounts, $0 Balance accounts.
Pull BOB from NetX for Retention & Calling Purposes and future movement to temporary or permanent coverage.
Send Back office Term Notification
Terminate employee in Workday system
Complete offboard at Key Request and ensure all equipment has been returned.
Process BOB movement inclusive of NetX accounts, Annuities (inclusive of changes to carriers) and Fund Direct account (if applicable) to temporary or permanent coverage.
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.
HR / Workday Support:
Day to Day office support:
HUB Location Changes – ensure space available / set up, communicate with licensing, back office, KB and order new business cards. Letters to clients only when phone # and location changes.
Co-ordinate planning meetings between WML, CIO and WRE and KPB Leader (if applicable) to review logistics and plan for client event
Create shared Client Event page (make private) within Market Teams Page (if needed) to house client invitation list, business tracker and approved invitation.
Research/Source location to hold event and work with location to set up event/overnight accommodations for those that need to travel in to event.
If external work with Location to set up rooming list if needed for overnight accommodations, secure AV and confirm meeting times / # of attendees.
Co-ordinate planning calls to layout Agenda
Create powerpoint presentation and gather materials for presentations
Confirm/communicate any overnight accommodation
Gather all supplies / print materials (if applicable)
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
High School Diploma (required)
Bachelor's Degree (preferred)
Strong proficiency in all Microsoft Office suite applications (Excel, Word, Outlook, etc.).
Ability to be flexible and work diplomatically in team environment and the ability to quickly assimilate and use other programs, processes and procedures with minimal to moderate instruction is necessary.
Travel

~ Occasional travel to include overnight stay.