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.

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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

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Testimonials

We have a very specific business model, different from most other Credit Unions, and their ability to dive deep and provide candidates with the values and philosophical principles that aligned with our company was remarkable. From establishing a well-defined timeline to conducting thorough candidate screenings, Smith and Wilkinson’s expertise was evident throughout every step of the process.
VP of People u0026 Culture, Tyndall Federal Credit Union
I enjoyed working with both Darcy and Steve during the process and appreciate their support throughout. Both Darcy and Steve were responsive and set appropriate expectations for the process.
Chief Lending Officer, Municipal Credit Union
We highly recommend using Smith and Wilkinson as a search firm and we are already planning to use them again when we look to replace our CFO in the next two years.
Board Chairman, Federal Credit Union

Our Financial Services Team

Cameron Boyd

Managing Partner, Financial Services Practice

Chris Kelley

Senior Partner, Director, Financial Services Practice

Moriah Callahan

Partner, Director of Recruiting, Financial Services Practice

Darcy Flaherty

Consultant, Financial Services Practice

William Wegener

Senior Associate, Financial Services Practice

Jake Strong

Associate, Financial Services

Julia Crouter

Senior Associate, Financial Services Practice

Current Opportunities

Chief Marketing Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
President & CEO

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Vermont
President

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New York
CEO

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Connecticut
VP, Finance

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New Hampshire
SVP, Director of Operations

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Pennsylvania
AVP/VP Commercial Lender

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Vermont
Chief People and Culture Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Connecticut
SVP, People and Culture

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Pennsylvania
People & Culture Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Chief Credit Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Chief Commercial Banking Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
VP, Auto Lending

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Chief Financial Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Marketing Manager

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New York
VP, Deposit Operations Manager

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Maine
SVP, Retail & Growth Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New Hampshire
Commercial Loan Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Maine