What are the responsibilities and job description for the Banking Support Specialist position at Professional Search Group - Orange County?
Professional Search Group OC is partnering with a leading financial-services solutions provider to source a Banking Support Specialist for an upcoming seasonal project starting in between May-July. This is a temporary 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 CA, TX, or NV.
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.
Technical Assistance Center Specialist 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
Technical Assistance Center Specialist 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
- 2 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!
Salary : $21 - $27