Hybrid Banking Customer Support

Professional Search Group OC is partnering with a leading financial-services solutions provider to source a Banking Customer Support for an upcoming seasonal project starting in between July- August. This is a Contract role with potential for extension based on performance and business needs. We are looking for an energetic, tech-savvy professional who enjoys helping customers, learning new systems, and solving problems creatively.

This position is a temporary role, fully remote, and candidates must reside in California.

About the Client

Our client supports financial institutions nationwide, helping them improve performance and enhance customer experience through top-tier service and managed solutions. Their culture emphasizes empowerment, teamwork, and accountability—creating an environment where employees thrive and deliver exceptional results.

Banking Customer Support Responsibilities

• Become an expert in assigned software and hardware platforms
• Train customers on new systems, tools, and application features
• Provide live demos and guide users through navigation and functionality
• Troubleshoot incoming calls, chats, and emails from customers
• Replicate technical issues to identify root causes and solutions
• Assist with testing of systems, networks, and hardware when needed
• Install or support updates to software and hardware
• Maintain accurate documentation of customer interactions and resolutions
• Support internal teams through knowledge sharing and peer training
• Participate in team meetings and complete assigned training
• Collaborate with management to improve workflows and efficiencies
• Maintain a professional, supportive, and customer-focused approach at all times

Banking Customer Support Qualifications

• Live in California
• Available for a temporary position
• Proficiency with Windows and Microsoft Office (Mac experience is a plus)
• Comfort working with software, hardware, and system updates
• Excellent Customer Service experience required
• Excellent written and verbal communication skills
• Strong attention to detail and ability to work independently
• Patience, empathy, and the ability to explain technical concepts simply
• Solid time-management and problem-solving abilities
• Positive, proactive, “go-getter” attitude
• Team-oriented mindset

Preferred Qualifications

• 3–5 years of experience in technical support or training
• Background in financial or banking environments
• Strong active-listening skills
• Leadership or mentoring experience

Apply with Professional Search Group OC today!