Credit Unions
Talent Solutions for Credit Unions
For two decades, Smith & Wilkinson has set the bar for excellence in executive search for Credit Unions. Our clients have come to depend on our market expertise, our commitment to excellence, professionalism, candor, integrity, and outstanding results. Each year, we partner with clients across the country to complete executive searches for Board Directors, CEOs and C Suite Officers, line of business leaders and skilled individual contributors across all functional areas, including lending, credit, operations, technology, digital transformation, finance and accounting, compliance and risk management, human resources, retail, wealth management, and marketing.
Your Trusted Partner for Talent Acquisition
Leveraging our broad network built exclusively within financial services, we bring specialized expertise and relationships across the credit union ecosystem, from community and regional institutions to CUSOs, fintech collaborations, and cooperative development organizations, giving our clients and candidates unmatched visibility into the market for purpose-driven financial talent.
Executive Assessment & Succession Planning
Many credit unions are navigating generational transitions in their executive ranks, yet fewer than 50% of organizations have a formal succession plan for the CEO or other critical roles. We work with Boards and CEOs to assess internal teams for development and selection, to identify future-focused, mission-aligned leaders.

Executive Search
We understand that leadership in today’s credit union environment requires a deep commitment to mission, member service, and community impact. That’s why our team of experts leverage their industry expertise and extensive network within the financial service sector to deliver diverse candidate pools, timely insights, and trusted strategic guidance throughout every search to find a perfect candidate who reflects your values and vision.

Executive Coaching
At S&W, we understand the unique challenges credit union executives face in balancing mission, member service, and performance. Our one-on-one executive coaching provides CEOs and senior leaders with confidential, strategic support to help them navigate complexity, strengthen leadership effectiveness, and achieve organizational goals. Guided by experienced coaches who understand the credit union landscape, our process empowers executives to enhance performance, foster team alignment, and drive lasting member and community value.

Group Leadership Development
Investing in leadership development for high-potential managers strengthens your credit union’s culture and builds the pipeline of future leaders. Our small-group programs provide leadership training with the depth, quality, and personalization that many small and mid-sized credit unions can’t easily provide internally. Designed to foster growth, collaboration, and confidence, these sessions help participants refine their leadership skills, strengthen team dynamics, and prepare to take on greater responsibility, resulting in a more engaged, empowered workforce ready to drive performance, deliver member value, and support your credit union’s long-term success.

Employee Engagement Surveys
High levels of employee engagement directly correlate with outstanding business performance and member satisfaction, but you can’t manage what you can’t measure. Using the market-leading Qualtrics survey platform, Smith & Wilkinson delivers actionable insights into organizational culture and leadership climate, supporting strategic leadership development and culture-shaping interventions to improve employee engagement.

Team Building Workshops & Offsite Leadership Retreats
Strategic leadership working retreats give credit union leaders the opportunity to step away from daily demands and reconnect with their shared mission, values, and long-term goals. Designed to fit your organization and facilitated by Smith & Wilkinson, these customized workshops create the space for clarity, collaboration, and honest dialogue, helping leadership teams strengthen alignment around cultural and strategic priorities. By focusing on purpose, relationships, and results, our retreats foster deeper connection and trust while equipping leaders with the insights and cohesion needed to guide their organizations forward with confidence, unity, and renewed commitment to the members and communities they serve.

Partner with Smith & Wilkinson
Let’s build the leadership foundation for your organization’s next chapter. We respond quickly to discuss your priorities, success profile, and hiring timeline.
Simply fill out the contact form, and one of our Credit Union experts will reach out.
Contact Us – Credit Unions
Testimonials
Our Financial Services Team
Cameron Boyd
Managing Partner, Financial Services Practice
Cameron Boyd is Managing Partner of S&W’s Financial Services Practice, the firm’s legacy industry vertical. As Managing Partner, Cameron is responsible for the leadership and strategic growth of the practice, supporting a tenured team of consultants and executive search practitioners. Additionally, his responsibilities include the oversight of key client and candidate relationships, business development initiatives, and thought leadership. Cameron is also actively involved in the running of some of the team’s most highly visible engagements. Since joining the firm in 2010 he has successfully completed dozens of CEO searches and conducted hundreds of searches across a wide spectrum of functional areas within financial services. Cameron is a key member of S&W’s leadership team, helping to shape the firm’s overall strategic priorities and growth initiatives. Prior to joining S&W, Cameron began his executive search career with a firm specializing in attorney recruitment. He is a member of the Board of Directors of the Scarborough Land Trust and a graduate of Hartwick College in Oneonta, New York.
Chris Kelley
Senior Partner, Director, Financial Services Practice
As a Partner in the Financial Services Practice, Chris provides professional level, director level, and C-Suite search services to Community & Regional banks in the Northeast & Midwest. Chris focuses on working with banks between $200MM to $10B in assets, and in addition to conducting numerous CEO searches; he has successfully completed dozens of searches in the areas of commercial, consumer, and residential lending, retail banking, technology, credit, risk, audit, compliance, operations, finance and accounting, and wealth management.  He is active in numerous state banking associations, and is a frequent attendee of association events. In addition to providing exceptional service to his clients and candidates, Chris is also a member of Smith & Wilkinson’s leadership team, helping to shape the firm’s strategic priorities and growth initiatives.
Prior to joining Smith & Wilkinson, Chris ran his own business for six years, and prior to that managed sales teams for two Fortune 500 companies for eight years. Â His business and management experiences have given him valuable insight into the art of identifying and hiring the right person for a position. He earned a Bachelor of Arts in Communications from the University of New Hampshire. Outside of work, Chris enjoys spending time with his wife and three children, coaching youth sports, and rooting for the Pats, Red Sox, Celtics, and Bruins.
Moriah Callahan
Partner, Director of Recruiting, Financial Services Practice
Moriah (Maron) Callahan is the Director of Recruiting and Partner in Smith & Wilkinson’s Financial Services Practice.
Moriah is a people-person energized by others and committed to making a positive impact and building long-lasting relationships. As Director of Recruiting, Moriah plays a pivotal role in optimizing and streamlining the fulfillment process within the Financial Services practice to best serve S&W’s clients, candidates, and team. Moriah also serves as a full-cycle recruiter, managing key executive searches with a focus on process and execution ensuring the best experience for clients and candidates alike. Moriah has conducted numerous C-Suite searches, including several CEO engagements, for financial institutions between $100MM and $10B. Moriah began her career in international education and believes that her desire to connect with culturally conscious citizens and future global leaders provides her with a foundation to build relationships across the industry. Moriah is enthusiastic about everything Maine has to offer and outside of work enjoys being outside, traveling, and exploring this great state and the world with friends, family, and her partner.
Darcy Flaherty
Consultant, Financial Services Practice
Before joining Smith and Wilkinson, Darcy spent 16 years as a Higher Education professional in Undergraduate Admissions helping students and families find the right fit for college. She oversaw the first-year undergraduate team, where they connected with thousands of families and school counselors all over the country.  She graduated with a BS in Human Development and Family Studies followed by a MS in College Student Personnel from the University of Rhode Island. Outside of work, Darcy enjoys spending time with her three small children, jamming out to soulful music, and dreaming of Maine summers.
William Wegener
Consultant, Financial Services Practice
William Wegener is a Consultant in Smith & Wilkinson’s Financial Services Practice.
Before joining Smith & Wilkinson, William spent 8 years working throughout New England in the telecommunications industry focusing on sales development, leadership and talent acquisition. His most recent experience was in developing and leading a regional recruiting team for one of the top wireless corporations nationally. He takes pride in a consultative and ‘servant heart’ approach to business.
Outside of the office, you can find William enjoying a round of golf, exploring the Maine outdoors or visiting one of the many local eateries Portland has to offer. He currently resides in Southern Maine with his wife and young family.
Julia Crouter is a Consultant on Smith & Wilkinson’s Financial Services Practice with over a decade of experience providing white glove client service. Prior to joining Smith & Wilkinson, Julia worked on the Preferred Banking team with First Republic Bank to foster and expand consumer and commercial client relationships. She received her B.A. in Government from Colby College, in Waterville Maine.
Outside of work, Julia is an avid reader and can be found testing out the Portland restaurant scene, planning trips abroad, and exploring Maine with her dog, Kevin.
Vice President, Senior Human Resources Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 12/01/2025
Smith & Wilkinson has been retained by East Cambridge Savings Bank (“ECSB,” www.ecsb.com) to manage the search for the bank’s next Vice President, Senior Human Resources Manager. Headquartered in Cambridge, Massachusetts, ECSB is a mutually chartered community bank with $1.6 billion in assets and 11 branches serving the Greater Boston area. With 169 years of history and a reputation for exceptional financial strength, stability, and community commitment, the Bank continues to invest in its people, culture, and organizational infrastructure to support long-term growth.
The VP, Senior Human Resources Manager will oversee the full range of HR functions, including employee relations, talent management and succession planning, recruitment, compensation and benefits administration, payroll operations, learning and development, and Affirmative Action/DEI compliance. As a strategic advisor to senior management, this leader will help shape the Bank’s human capital strategy while ensuring compliance, strong employee engagement, and operational excellence across the HR function. This opportunity is ideally suited for an experienced HR professional with at least seven years of progressive leadership experience and strong interpersonal, analytical, and communication skills.
For more information, please contact Jake Strong, Associate (jstrong@smithandwilkinson.com)
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Cameron Boyd

Jake Strong
VP Internal Audit
Financial Services
- Practice Area:
- Financial Services
- Region:
- Virginia
Posted: 01/09/2026
Headquartered in Fairfax, Virginia, Apple was founded in 1956 and has grown to become a $5.3B financial institution with twenty-one retail branches across Northern Virginia. At Apple, earning member trust is the number one priority by providing prompt and caring service, delivering competitive financial services, making products and services easy to understand and use, and positively impacting the communities it serves.
Under general supervision, the VP of Internal Audit is responsible for supervising and coordinating internal audits designed to protect the assets of Apple Federal Credit Union. The Internal Audit Department measures and evaluates the effectiveness of organizational controls and verifies operations are in compliance with federal regulations as well as credit union policies and procedures. The VP of Internal Audit oversees the Compliance and Internal Auditors, who are responsible for verifying operations are in compliance with federal regulations as well as credit union policies and procedures.
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Chris Kelley
Managing Director of Investment Services
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 01/23/2026
S&W has been retained by Martha’s Vineyard Bank to manage the search for the Bank’s next Managing Director of Investment Services. Leading the Bank’s boutique and solutions based wealth management division, the Managing Director will oversee a talented team of advisors and continue the bank’s mission to provide best in class service at an exceptionally well-run, forward-thinking community financial institution.
Headquartered in Edgartown, Massachusetts, Martha's Vineyard Bank is an approximately $1.3B, 117-year-old mutually chartered community bank. The Bank operates ten branches and a trust and investment office on the island of Martha’s Vineyard and Falmouth, providing customers with bank deposit, residential and commercial lending programs as well as trust and investment services. The Bank also operates a Charitable Foundation and is committed to providing numerous community partners with direct charitable grants, sponsorships, and scholarships. Martha's Vineyard Bank’s commitment to its customers and community – specifically with a convenient physical and digital presence, competitively priced product offerings, and commitment to customer service - has led the Bank to be recognized by the American Bankers Association as a "Best Bank to Work For" and by their community and customers as the "Best Bank on the Vineyard" for more than 20 years.
As Martha's Vineyard Bank looks to the future, they seek to simplify the complexities of Wealth Management using personalized financial planning. Placing their clients at the center of the process, Martha's Vineyard Bank Investment Services manages $477MM through advisory, trust, and brokerage services. The firm's advisory arm, Martha's Vineyard Investment Advisors, was recognized by Newsweek as one of the Nation’s top financial advisory firms of 2025. We are seeking a talented and client centric Wealth Executive for this unique leadership role.
For a confidential conversation, please contact a member of our search team: Julia Crouter, Consultant, Financial Services (jcrouter@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).
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Julia Crouter

Cameron Boyd
Mortgage Loan Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 01/23/2026
Smith & Wilkinson has been retained by HRCU to manage the search and selection process for the Credit Union’s next Mortgage Loan Officer.
Founded in 1962, HRCU is a state-chartered, federally insured credit union with approximately $470 million in assets and headquarters in Rochester, New Hampshire. Originally established to serve the French-Canadian members of the Holy Rosary Parish, HRCU has evolved into a mission-driven community credit union serving approximately 25,000 members across New Hampshire and York County, Maine. Operating five retail locations, including its newest branch in Greenland, New Hampshire, HRCU offers a full suite of consumer and small business products through branch, online, and mobile channels and is well positioned for continued growth while remaining committed to its founding principle of “Neighbors helping Neighbors.”
The Mortgage Loan Officer (“MLO”) will be responsible for originating and managing residential mortgage loans while delivering a high quality, member focused lending experience. The MLO will guide members through the mortgage process, manage an active loan pipeline, collaborate closely with internal lending and operations teams, and represent HRCU within the local community. This individual will combine strong mortgage lending expertise with a consultative, service-oriented approach aligned with HRCU’s mission and values.
We are seeking a motivated and member focused mortgage professional with a strong understanding of residential lending and a commitment to service excellence. Contact William Wegener or Cameron Boyd to learn more!
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William Wegener

Cameron Boyd
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Florida
Posted: 02/20/2026
S&W is proud to partner with Tyndall Federal Credit Union (TFCU) to manage the search for the credit union’s SVP, Chief Financial Officer (CFO). Headquartered in Panama City, FL, TFCU is a $1.9B, not-for-profit credit union serving more than 113,000 members across the Florida Panhandle and Southern Alabama. Under the leadership of President & CEO John Parillo, the credit union is focused on long-term sustainability, digital innovation, and delivering exceptional value to its members through operational excellence.
Reporting directly to the President & CEO, the Chief Financial Officer serves as the organization’s financial steward and plays a pivotal role in shaping and executing the financial strategies essential to advancing Tyndall’s mission of making a meaningful difference in the lives of its members. As a key member of the Executive Leadership Team, the CFO oversees all financial operations of the credit union, ensuring strong financial performance, regulatory compliance, and a disciplined, forward-looking financial strategy. The CFO works closely with the President & CEO to guide long-term financial planning, support sustainable growth, and preserve Tyndall’s financial strength and value-driven operating model.
This high-impact role requires a strategic and analytically rigorous leader who can effectively balance growth, risk management, and operational efficiency while supporting Tyndall’s digital-first vision and ongoing commitment to exceptional member value. Strong expertise in financial planning and analysis, asset-liability management, regulatory reporting, and organizational performance optimization is strongly preferred, along with experience in the banking or credit union industry. This opportunity is well suited for a visionary, mission-driven financial leader who thrives in a collaborative executive environment.
For a confidential conversation, please contact Moriah Callahan, Partner & Director of Recruiting, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.
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Moriah Callahan

Cameron Boyd

Jake Strong
SVP, Director of Specialty Banking
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 02/24/2026
S&W has been retained by Northeast Bank to manage the search for the bank's first SVP, Director of Specialty Banking.
Northeast Bank is a high-performing publicly traded bank founded in Maine in 1872 and acquired by its current ownership group in 2010. The bank's business strategy is to originate and acquire commercial real estate loans and originate small business loans, nationally. The bank primarily funds its balance sheet with deposits sourced through its retail branch network in western, central, and southern Maine; government and municipal banking customers; national lending customers; and ableBanking, a division of the bank. Northeast Bank has experienced significant growth and currently has $4.9B in total assets and is in exceptional financial condition with strong earnings, efficiencies, asset quality, and capital. For the most recent reporting period ending December 31, 2025, the bank has an ROE of 16.61%, ROA of 2.00%, efficiency ratio of 40.8%, past due loans as a percent of total loans of 0.80%, and core capital ratio of 12.21%. The Bank is regulated by the FDIC and the State of Maine Bureau of Financial Institutions.
Reporting to the Chief Retail Banking Officer, the SVP Director of Specialty Banking will be responsible for driving the development of deposit growth through industry expertise, established relationships, and specialized solutions. The incumbent will be responsible for leading strategic growth initiatives and driving new business development within the Specialty Deposit segments. This position focuses on identifying, cultivating, and managing deposit relationships with clients in industries such as property management, homeowners’ associations, law firms, professional service firms, escrow and title companies, professional fiduciaries, healthcare, and other sectors with complex deposit, cash management, and treasury service needs. We are seeking exceptional vertical banking talent with an entrepreneurial drive for this unique and growth-driven bank leadership role. The ideal candidate is a proven business generator with a portable book of business, deep industry expertise, and an entrepreneurial mindset, capable of building and scaling a specialty deposit franchise within a performance-driven, growth-oriented institution. For additional information, or to arrange a confidential discussion, please contact Julia Crouter, Consultant (jcrouter@smithandwilkinson.com).
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Julia Crouter

Cameron Boyd
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 03/03/2026
42 North Private Bank is seeking a dynamic, strategic, and execution-oriented SVP, Chief Financial Officer to join the senior management team. This leader will serve as a key architect of the Bank’s financial strategy, balance sheet discipline, capital planning, and long-term value creation.
The CFO will move beyond traditional controllership and act as a strategic partner to the CEO and Board, bringing forward-looking insight, analytical rigor, and disciplined financial leadership to support growth, liquidity, and profitability objectives.
This role is ideal for a high-performing executive on a business finance or accounting leadership track who is ready to contribute at the enterprise level.
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Chris Kelley
SVP, Treasurer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Missouri
Posted: 03/09/2026
First Bank of the Lake is a $2.2B commercial bank headquartered in Osage Beach, Missouri. The bank is one of the top small business lenders in the country having made over $2B in SBA loans since 2020. In addition, our client is ranked as a top 3 SBA franchise lender with over $600MM in franchise loans funded. The bank supports a variety of industries including healthcare, hospitality, legal, and construction.
Boasting a Net Interest Margin of 3.47% (reported as of 12/31/25) and a solid Tier 1 Risk-Based Capital Ratio of 15.63% (reported as of 12/31/25), our client is poised to continue its impressive growth. To assist in fueling that growth, Smith & Wilkinson has been retained on the search and selection process for an SVP, Treasurer.
The Treasury leader is responsible for managing the First Bank of the Lake’s balance sheet strategy, liquidity, funding, interest rate risk, capital planning, and treasury operations. The Treasurer plays a key role in strategic financial planning, profitability, and asset and liability management (ALM) while reporting to the EVP, Chief Financial Officer.
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Chris Kelley
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 03/10/2026
Due to a planned retirement, S&W has been retained to manage the search and selection process for AmeriServ Financial’s next CFO.
Founded in 1901, AmeriServ Financial (NASDAQ: ASRV) is a $1.5 billion publicly traded community bank headquartered in Johnstown, Pennsylvania. Guided by a “banking for life” philosophy, AmeriServ is committed to serving clients at every stage of their financial journey through a comprehensive suite of commercial and consumer banking products and services, delivered through 16 retail branches as well as robust online and mobile banking platforms. AmeriServ places its core constituents - shareholders, clients, employees, and the communities it serves - at the center of its strategy. This strong commitment to community banking, combined with disciplined financial management and diversified client services that includes an outsized and growing wealth management division, distinguishes the organization from many peer institutions. With a long-standing presence in its markets, a stable franchise, and meaningful opportunities for continued growth, AmeriServ Financial is well positioned to build on its legacy and continue serving its communities into its next century.
Reporting to the President and CEO, the EVP, Chief Financial Officer will play a critical leadership role at the Bank overseeing all aspects of financial management, reporting, investments, and strategic financial planning. Leading a talented team of 10 finance professionals, the CFO will direct regulatory and SEC reporting, budgeting, management of the investment securities portfolio, asset & liability management, while ensuring compliance with accounting standards and regulatory requirements. AmeriServ’s next CFO will also serve as a key liaison with regulators, external auditors, investors, and the board of directors, providing strategic guidance on the Bank’s financial performance, capital planning, and long-term business strategy.
We are seeking talented and strategic finance leaders for this unique public bank CFO opportunity. For additional information, or to arrange a confidential conversation, please contact Julia Crouter, Consultant (jcrouter@smithandwilkinson.com).
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Julia Crouter

Cameron Boyd
Human Resources Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 03/11/2026
The PCW Management Center, is a single-family office located in Mystic, CT. The family office (PCW) either manages directly or is essential in purpose to the financials, accounting, tax planning, investments, estate planning, insurance, banking, personal projects, property management, the family foundation, other philanthropic interests, administrative functions, and the relationships associated with the family that are held in multiple Trusts, LLCs, or owned directly in accounts and as real property. PCW Leadership is actively involved in the personal, financial, and business affairs of the principals, their children, extended families, and friends
Smith & Wilkinson has been retained on the search and selection process for an experienced Senior Human Resources Manager to support a growing team of 80+ employees across 6+ multi-state locations.. The ideal candidate will have strong, demonstrated experience of developing, administering, and leading all functions across the HR-spectrum.
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Chris Kelley
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 03/12/2026
Headquartered in Rochester, New Hampshire, HRCU is a state chartered and federally insured credit union with nearly $500 million in assets, serving over 25,000 members across New Hampshire and Southern Maine. Founded in 1962 and rooted in the philosophy of “Neighbors helping Neighbors,” HRCU has evolved from its parish-based origins into a community credit union with five branches and strong digital banking platforms. Backed by consistently strong earnings performance, the organization is well positioned for continued growth.
The Chief Executive Officer will serve as the senior executive leader of the Credit Union, reporting directly to the Board of Directors and responsible for the overall strategic direction, operational effectiveness, financial performance, and cultural health of the organization. The CEO will lead the development and execution of strategic plans aligned with HRCU’s mission, values, and long-term goals, while supporting sustainable growth, operational soundness, and a strong organizational culture. This individual will oversee enterprise-wide performance, while advancing initiatives related to digital transformation, product and service innovation, member growth and experience.
This highly visible role calls for a strategic and forward-thinking executive to build upon HRCU’s strong foundation and lead the organization through its next phase of growth, while remaining grounded in the Credit Union’s mission, culture, and enduring commitment to its pillars of People First, Doing Things Right, Flexible Service and Community Driven.
For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.
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William Wegener

Cameron Boyd
Regional Branch Manager-SNJ & PA Region
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 03/24/2026
Smith & Wilkinson has been retained by First Bank to lead the search for a Regional Manager overseeing the Southern New Jersey and Pennsylvania markets. First Bank is a publicly traded, relationship-driven community bank headquartered in Hamilton, New Jersey, with almost $4 billion in assets and a growing footprint across New Jersey and Pennsylvania. Founded in 2008, the bank has expanded through a combination of organic growth and strategic acquisitions, including its recent acquisition of Malvern Bank. First Bank operates with a strong community banking philosophy, emphasizing long-term client relationships, entrepreneurial culture, and a nimble operating model. The organization is known for its strong financial performance, including an efficiency ratio in the high-50% range, reflecting a disciplined and well-managed operation.
The Regional Manager will be responsible for leading a multi-branch retail region, with full accountability for financial performance, team leadership, and business development. This individual will serve as a player/coach, driving deposit growth, the primary objective of the role, while coaching and developing branch leaders to build a high-performing, relationship-focused culture. The role offers significant visibility within the organization and the opportunity to play a key role in strengthening and growing an important market for the bank.
For additional information, please reach out to Jake Strong, Associate, or Cameron Boyd, Managing Partner.
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Cameron Boyd

Jake Strong
SVP, Operations
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 03/30/2026
Smith & Wilkinson has been retained by $1.9B MountainOne/Mechanics Cooperative to lead the search for an SVP, Operations. Following the regulatory approval and completion of the merger of their parent companies on 1/1/26, the combined organization represents approximately $1.9 billion in assets and is building a scalable mutual holding company structure designed to support future growth. As two high performing, well capitalized institutions come together, MountainOne/Mechanics Cooperative is seeking a senior operations executive to lead the integration of loan operations, deposit operations, and eBanking across both banks while establishing a strong, unified operational foundation.
Reporting directly to the President and Chief Executive Officer of the holding company, the SVP, Operations will oversee loan operations, deposit operations, eServices, and related shared services functions. The role will lead the operational integration of MountainOne Bank and Mechanics Cooperative Bank, evaluate and standardize systems and workflows, enhance digital capabilities and core platforms, and serve as the primary liaison with key vendors. This executive will play a visible leadership role, partnering with senior management and presenting to the Board, while mentoring and developing the next generation of operational talent.
The role is ideally based in North Adams, MA, with regular presence in Taunton, MA. Candidates based in Taunton will be expected to spend meaningful time in North Adams to support integration efforts and team leadership.
The ideal candidate is a seasoned bank operations leader with significant experience overseeing loan and deposit operations in a community or regional banking environment. Experience navigating mergers, conversions, or complex system integrations is strongly preferred. This individual will bring a disciplined, process driven approach to operational excellence, balanced with the leadership presence and strategic perspective required to support a growing mutual organization. They will be equally comfortable in the details of day-to-day operations and at the executive table helping shape long term strategy.
If you are interested in learning more or know someone who might be a good fit, please reach out to Darcy Flaherty or anyone on our financial services team.
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Cameron Boyd

Darcy Flaherty
President
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 03/30/2026
S&W has been retained by the Maine Bankers Association (MBA) to lead the search for its next President.
The MBA is a statewide trade organization representing the interests of Maine’s banking industry. Organized as a 501(c)(6) nonprofit, the Association provides advocacy, education, and strategic resources to support the strength and vitality of its member institutions and the communities they serve. With combined assets exceeding $42 billion, Maine’s banking industry plays a critical role in supporting economic development and financial stability throughout the region.
The Association serves as the unified voice of Maine’s banking industry in legislative and regulatory matters at both the state and federal levels. In addition to advocacy, MBA provides professional development programs, industry forums, regulatory and compliance support, and a range of endorsed services designed to strengthen the operational effectiveness of member institutions.
MBA also operates through several affiliated entities that support member banks and expand the Association’s service offerings, including Association Services Inc., Community Bank Insurance Agency, and two trust organizations that administer employee benefits and creditor insurance programs for participating institutions.
The Association now seeks a dynamic and strategic leader to guide MBA through its next chapter of industry advocacy, member engagement, and organizational growth. Contact Moriah Callahan or Cameron Boyd to learn more about this impactful leadership role.
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Moriah Callahan

Cameron Boyd
Director of Member Growth & Retention
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 04/03/2026
S&W has been retained by Citadel Credit Union to lead the search for the newly created Director of Member Growth & Retention, a highly strategic role at a pivotal time for the organization.
Citadel, a ~$6.6B member-owned credit union serving more than 285,000 members across the Greater Philadelphia region, is entering an exciting new phase of growth following its recent charter conversion to expand access and support responsible growth. As one of the region’s largest locally based financial institutions, Citadel is focused on deepening member relationships while continuing to deliver accessible, affordable, and convenient financial solutions.
This newly created role will play a key role in deepening member relationships and strengthening Citadel’s position as its members’ primary financial institution. The Director of Member Growth & Retention will lead strategies across onboarding, engagement, and lifecycle management. Partnering closely with marketing, digital, and product teams, the Director will drive product adoption, reduce attrition, and enhance the overall member experience through data-driven insights and thoughtful program design.
Contact Moriah Callahan or Jake Strong to learn more about this unique opportunity to shape the member growth strategy of this forward-thinking, community-focused Credit Union.
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Moriah Callahan

Jake Strong
SVP, Enterprise Integration & Transformation
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 04/03/2026
S&W has been retained by Hanscom Federal Credit Union (“HFCU”) to lead the search for the newly created SVP, Enterprise Integration & Transformation, a highly strategic role at a pivotal time for the organization.
HFCU, a ~$2.2B member-focused credit union serving more than 106,000 members across Massachusetts, Maryland, and Virginia, is entering an exciting period of sustained growth and transformation. Following its recent acquisition of The Peoples Bank and planned merger with Alden Credit Union, the organization is expanding its geographic footprint and capabilities while preparing for a core system conversion in 2027, an initiative critical to its long-term scalability and success.
This newly created role will provide end-to-end leadership of HFCU’s core system conversion, with a strong focus on aligning stakeholders and driving cross-functional collaboration to ensure successful planning, execution, and post-implementation stabilization. Reporting to the Chief Strategy Officer, the SVP will coordinate efforts across the enterprise and with external partners, while also supporting broader M&A integration initiatives. This individual will play a key role in positioning HFCU for continued growth while delivering a seamless, high-quality member experience.
The ideal candidate will bring a track record of leading large-scale core system conversions, along with a strong understanding of enterprise integration planning and proven execution. Equally important is the ability to drive alignment across a broad set of internal and external stakeholders, ensuring cohesion across business units, partners, and vendors throughout complex, enterprise-wide initiatives. A collaborative, pragmatic approach and the ability to operate effectively in dynamic, evolving environments will be critical to success in this role.
Contact Moriah Callahan to learn more about this unique opportunity to help shape the future of a growing, mission-driven credit union.
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Moriah Callahan
President
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 04/06/2026
Due to a planned leadership transition, S&W has been retained by QNB Corp., the holding company of QNB Bank (OTCQX: QNBC, “QNB”), to manage the search and selection process for the bank’s next President.
Established in 1877, QNB is a full-service community bank headquartered in Quakertown, Pennsylvania and serving business and consumer customers primarily in the economically vibrant counties of Bucks, Lehigh, and Montgomery. Today, QNB has approximately $1.8 billion in total assets. In September of 2025, QNB entered into a strategic merger agreement with Victory Bank that will bring total assets to approximately $2.4 billion, and which is expected to close in Q1 of 2026. The bank is in strong financial condition, with its recent financial performance driven by growth in NIM, loans, and deposits. For the Period ending 9/30/25, QNB had a NIM of 2.93, ROA of 0.91, ROE of 13.35, efficiency ratio of 62.89, noncurrent loans to loans of 0.72, and core capital of 9.75. The bank has an approximately $1.2 billion loan portfolio, $1 billion of which is secured by commercial real estate and 1-4 family real estate, and strong core funding and cost of funds to support its lending activities.
QNB offers a full suite of business and consumer banking products and services, delivered through 12 retail locations as well as online and mobile solutions. Additionally, the bank offers Investment solutions through QNB Financial Services, an LPL affiliate, with the aim of supporting the total financial relationship of its customers. Beyond financial performance and the products and services that it offers, at the core of QNB’s success is its 200+ employees, many of whom have enjoyed long careers with the bank, and team-oriented corporate culture. With stability and longevity as hallmarks of the bank’s culture, it has had only 7 Presidents since its founding in 1877.
We are seeking exceptional banking talent for this unique, public bank leadership opportunity. For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Moriah Callahan, Partner & Director of Recruiting (mcallahan@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).
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Moriah Callahan

Cameron Boyd
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 04/08/2026
S&W is proud to be partnering with Torrington Savings Bank ("TSB") to manage the search for the Bank’s next Chief Financial Officer.
Headquartered in Torrington, CT, TSB is a 158 year old, $1B, mutually chartered community bank that offers consumer, commercial, and wealth management solutions to customers in western and central Connecticut and beyond. As a mutual savings bank, TSB is conservatively guided, strongly capitalized, safe and secure, and managed according to the best interests of its local communities. TSB’s mutual structure enables it to prioritize customer value over shareholder returns, reflected in attractive rates across its savings and lending products.
For generations, TSB has upheld its founding mission to help consumers save, businesses grow, and communities and employees prosper. The Bank is in excellent financial condition and maintains a strong balance sheet, notably with a core capital ratio of nearly 18%. In addition to its eight retail locations, TSB offers a full suite of mobile and online solutions that allow consumer and commercial customers to bank where they want, when they want.
As a key member of the Executive Management Team, the CFO will partner with the CEO, Executive Management Team, and Board of Trustees to drive strategic direction, optimize financial performance, and ensure the Bank operates within its risk appetite while maintaining strong capital, liquidity, and earnings profiles. The CFO will serve as a trusted advisor to executive leadership and the Board, providing insight into financial performance, balance sheet management, capital adequacy, profitability, and enterprise risk considerations.
We are seeking a strategic financial professional for a hands-on, visible role with direct Board exposure who can drive meaningful impact across profitability, balance sheet optimization, and strategic planning.
For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.
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William Wegener

Cameron Boyd
Senior Commercial Lender
Financial Services
- Practice Area:
- Financial Services
- Region:
- Vermont
Posted: 04/13/2026
On March 1, 2022, NEFCU and Vermont State Employees Credit Union announced their plan to merge and form EastRise Credit Union. The combined organization will continue to be the largest credit union in Vermont and has nearly 450 employees, $3.1B in total assets, and over 175,000 members. Today, EastRise Credit Union is a leading consumer and commercial financial institution with sixteen retail branches throughout Vermont and serving members across the country.
As a Senior Commercial Lender at EastRise Credit Union, this role is responsible for driving the strategic growth of commercial loan and deposit portfolios while supporting the financial well-being of the communities we serve. With at least 5-8 years of commercial lending experience, the position focuses on originating and managing complex credit relationships, expanding business through proactive networking and community engagement, and deepening existing member partnerships. The role serves as a visible and trusted representative of EastRise, embodying its mission and values both professionally and personally, while maintaining accountability for portfolio performance, risk management, and long-term relationship development.
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Chris Kelley
VP, Consumer Lending
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 04/15/2026
Smith & Wilkinson is proud to partner with USALLIANCE Financial to manage the search for the Credit Union’s next Vice President of Consumer Lending. Headquartered in Rye, NY, USALLIANCE is a full service, not-for-profit financial institution with nearly $3.5 billion in assets, serving more than 190,000 members nationwide. USALLIANCE has built a reputation for innovation, exceptional service, and a deep commitment to its members and communities.
The VP of Consumer Lending will play a key role in fostering an engagement driven lending platform that strengthens member relationships and supports sustainable growth. This leader will shape strategy, enhance processes and automation, and elevate team performance while maintaining strong credit quality and alignment with organizational goals.
The ideal candidate will bring a blend of strategic vision and hands on leadership and possess expertise across consumer lending products, credit performance, and risk management.
We are seeking an engaging and visible leader, capable of energizing teams, fostering collaboration, and driving innovation in a rapidly evolving lending landscape.
For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.
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William Wegener

Cameron Boyd
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