Customer Service Specialist

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 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!

• Associate

• Temporary

• Customer Service

• Banking