Digital Engagement Acquisition Specialist

California Bank & Trust; Las Vegas (NV); On-site; USD 33,062 - 35,817; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Paid Time Off (PTO)

401(k) plan with company match

Tuition Reimbursement

Job summary

California Bank & Trust is looking for a Digital Engagement Acquisition Specialist to join the Client Acquisition team. This position is based in Las Vegas, NV, and requires in-office work Monday to Friday.

The role involves engaging online customers in real-time, ensuring they receive support and guidance in their digital banking experience. Ideal candidates will have customer service experience and a strong understanding of banking products.

Comprehensive benefits include medical insurance from day one, paid holidays, and tuition reimbursement.

Qualifications

• 1+ years experience in customer service or related fields.
• Ability to recognize opportunities and take initiative.
• Working knowledge of banking products and services.

Responsibilities

• Provide real-time support to online prospects and customers.
• Engage and support visitors through real-time chat.
• Educate clients on bank's products and digital tools.
• Capture and route qualified leads to appropriate partners.

Skills

Inside sales experience

Customer service skills

Problem resolution

Communication skills

Ability to cross-sell

Education

High School diploma or equivalent

Tools

Computer software

Job description

Nevada State Bank, a division of Zions Bancorporation, N.A., was founded on Dec. 9, 1959 by 12 businessmen full of Nevada’s pioneering spirit. As a full-service bank, we offer a complete range of consumer, private, and business banking services. Our colleagues regularly volunteer in their communities and have been dedicated to helping make Nevada a better place to live for more than 60 years. By embracing the bank’s Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect, we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings. We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague‑led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that it matters WHO you work with.

We are now accepting applications for a Digital Engagement Acquisition Specialist to join our Client Acquisition team. Employees in this role will support client acquisition for one of our affiliate banks, California Bank & Trust.

Position is 5 days per week in‑office (Monday–Friday) and is located at Nevada State Bank corporate office in Las Vegas, NV.

Essential Functions

• Provides real time support to prospects and customers who engage with the bank through online channels.
• Responsible for engaging and supporting online visitors through real-time chat by providing timely assistance, answering questions, and guiding users through their digital banking experience.
• Uncover client needs by asking thoughtful, clarifying questions to identify financial goals and pain points.
• Educate prospects and clients on the bank's products, features, and digital tools to ensure a clear understanding of available solutions.
• Recommend appropriate next steps such as connecting with a banker, scheduling appointments, or accessing additional resources.
• Assist users who begin but do not complete applications to support conversion of abandoned applications.
• Maintain a consistent, customer‑centric tone that enhances the digital experience and reinforces the bank's online service reputation.
• Capture and route qualified opportunities to branch and business banking partners.

Qualifications

• 1+ years experience in inside sales, branch banking, and services, customer service or other directly related experience. A combination of education and experience may meet job requirements.
• Working knowledge of sales, customer service, retention skills and banking products and services.
• Must have good customer service, problem resolution and communication skills, both verbal and written.
• Ability to use a variety of computer software.
• Ability to cross sell bank products.
• Requires initiative and ability to recognize opportunities.
• High School diploma or equivalent.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day)
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

Pay range (depending on experience): $24 - $26/hour.