Operations Specialist – Research 

Reports to: Vice President of Operations

FLSA Status: Non-Exempt | Supervisory Role: No

Why Join Us?

At Trustco Bank, we’re committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member’s contribution and offer a supportive, collaborative work environment. Are you a detail-oriented professional passionate about delivering excellence in financial operations? Elevate your career by becoming a pivotal part of our dynamic banking family as an Operations Specialist.

We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more! 

About the Operations Specialist – Research Role

Are you a problem-solver who loves to dig deep for answers? Trustco Bank is seeking an Operations Specialist – Research to be our frontline expert in information retrieval and problem resolution. In this role, you aren’t just looking at data—you are navigating legal requests, balancing complex ledgers, and providing the critical answers our customers and branches need to move forward.

Key Responsibilities

• Legal & Statutory Liaison: Serve as the point of contact for complex subpoenas, levies, and income verifications, ensuring every request is handled with precision and speed.
• Internal Support Hero: Provide essential support to our branch network, from retrieving lost statements and check copies to leading customer investigations.
• Workflow Guardian: Manage daily returned mail and maintain organized, complete records to keep the Operations department running like a well-oiled machine.

This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.

Qualifications

Required

• High School Diploma or equivalent; higher education or financial experience is a plus.
• Exceptional verbal and written communication skills.
• Highly organized with the ability to manage multiple priorities under tight deadlines.
• Self-motivated with a collaborative spirit.
• Proficiency in Microsoft Office Suite (Excel, Word).
• Fluent in English; bilingual a plus

• Access to reliable transportation 

Preferred

• Bachelor’s degree.
• Previous banking or financial services experience.

Schedule

Full-time position with hours aligned to department operations:

• Monday – Friday: 8:30 AM – 5:00 PM

Evening and weekend work may be required as job duties demand.

Physical Demands: 

Primarily sedentary; includes use of standard office equipment.

Equal Employment Opportunity Statement:

 Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:

• Hiring, placement, upgrading, transfer, demotion or promotion

• Recruitment, advertising or solicitation for employment

• Treatment during employment

• Rates of pay or other forms of compensation

• Selection for training, including apprenticeship

• Layoff or termination

It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.