Digital Engagement & Conversion Specialist (Banking)

Zionsbancorp; Paradise (NV); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Health Savings Account (HSA) and FSA

Job summary

Nevada State Bank, a division of Zions Bancorporation, N.A., is hiring a Digital Engagement Acquisition Specialist for our Las Vegas, NV office. This 5-day in-office role supports client acquisition through real-time online engagement and chat, guiding customers through digital banking experiences and scheduling follow-ups with bankers.

Ideal candidates have 1 year in inside sales or banking-related roles, strong communication, and the ability to cross-sell products.

Qualifications

• 1 year experience in inside sales, branch banking, and services, customer service or other directly related experience.
• 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.

Responsibilities

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

Skills

Inside sales

Customer service

Banking products

Communication

Problem resolution

Initiative

Cross selling

Education

High School diploma or equivalent

Job description

Nevada State Bank, a division of Zions Bancorporation, N.A., is hiring a Digital Engagement Acquisition Specialist for our Las Vegas, NV office. This 5-day in-office role supports client acquisition through real-time online engagement and chat, guiding customers through digital banking experiences and scheduling follow-ups with bankers.

Ideal candidates have 1 year in inside sales or banking-related roles, strong communication, and the ability to cross-sell products.