Customer Service Specialist
3 days ago
Professional Search Group OC is actively seeking multiple Banking Customer Support Specialists for a seasonal project with one of our premier financial services clients. This team will be on the front lines of a banking system upgrade, helping internal users and clients navigate the transition to a new platform.
Professional Search Group OC is proud to partner with a leader in banking solutions and customer experience innovation. With a strong focus on efficiency and client service, they are transforming their operations through modernized systems and dedicated support teams. This is your opportunity to contribute to a major platform rollout and provide real value to financial professionals navigating this change. If you're tech-savvy, customer-focused, and enjoy problem-solving, we'd love to hear from you.
Base pay and schedule- Base pay range: $22.00/hr - $27.00/hr
- Seasonal project launching in September
- Temporary for 4 weeks
- Shifts available Monday through Friday between 6:00 AM 6:00 PM PT
- Role may require flexibility depending on project phase
- Must reside in CA
- Provide phone, chat, and email support for bank employees and clients during a platform transition.
- Assist users in understanding new banking systems and tools.
- Train users on navigation, features, and functionality of the updated software.
- Troubleshoot system issues, access concerns, and technical questions related to the new platform.
- Clearly document user interactions, issues, and resolutions.
- Participate in team training sessions and knowledge-sharing meetings.
- Offer clear, concise support to users of varied technical skill levels.
- Collaborate with internal teams to escalate and resolve more complex issues.
- Strong computer skills (Windows, MS Office required; Mac experience is a plus)
- Prior experience in customer service or tech support
- Ability to translate technical terms into easy-to-understand language
- Friendly, patient, and solution-focused communication style
- Team player with a proactive and positive attitude
- Strong time management and multitasking abilities
- Comfortable with training users on new systems
- 3+ years in a technical support, training, or customer service role
- Experience working in a financial institution or banking environment
- Familiarity with system updates or platform transitions
- Leadership or mentorship experience is a plus
Apply with Professional Search Group OC today
Seniority level- Associate
- Temporary
- Customer Service
- Banking
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