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)

S&W has been retained by Norway Savings Bank to manage the search and selection process for the Bank's next VP, Human Resources Manager.

Established in 1866, Norway Savings Bank (“NSB”) is a well-respected, $2 billion, state-chartered mutual bank with deep roots in the communities it serves. With over 300 full-time employees and 25 branch locations throughout Maine and New Hampshire, NSB is the 8th largest bank headquartered in Maine. The Bank maintains a robust financial position with over 13% Tier 1 capital and a $1.4 billion loan portfolio. NSB delivers a comprehensive suite of consumer and business banking services, including deposit and lending solutions, and offers investment management and trust services through its Asset Management Group. With modern digital banking tools, NSB combines the convenience of anytime, anywhere banking with the local decision making and personalized services which define a true community bank.

The Vice President, Human Resources, serves as a hands-on leader responsible for managing and developing the HR team while overseeing all core HR functions, including talent acquisition, onboarding, employee relations, payroll, benefits, compensation, compliance, and UKG system administration. This role provides strategic and operational guidance to managers across the organization, leading investigations, performance management processes, and complex employee matters with professionalism and sound judgment. As the bank’s HR subject matter expert, the VP, Human Resources ensures adherence to employment laws, strengthens HR practices, and proactively mitigates risk. This leader fosters strong relationships, advances employee engagement, and helps shape the future structure of the HR function while supporting a mission-driven, high-achievement culture focused on service, community, and employee development.

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.

Greenfield Savings Bank is a $1.4B mutual bank operating eight (soon to be nine) retail branches in Western Massachusetts. The Bank was established over 150 years ago and has become the dominant financial institution and the number one lender in Franklin County, Massachusetts. GSB is proud of their commitment to the communities they serve. Their philosophy of “building strong communities, one account at a time” is served by the Bank’s significant financial giving and volunteer program. Furthermore, the Bank operates under a mutual holding company, and the mutual philosophy of putting customers, community, and employees first is still at the core of how it conducts business.

The SVP, Chief Financial Officer & Treasurer will manage the institution’s capital, liquidity portfolio, borrowings, investment analyses and other financial affairs. This position reports directly to the CEO & President and is an active member of the Senior Management team.

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).

 

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!

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.

Smith & Wilkinson has been retained by Peoples Powered by Hanscom to manage the search for a Financial Advisor. Founded as a local Maryland community bank, Peoples (formerly The Peoples Bank) entered a new chapter in their history when, in December of 2025, it was acquired by Hanscom Federal Credit Union (HFCU) and rebranded as Peoples Powered by Hanscom. This strategic partnership has combined the local relationships of Peoples with HFCU’s scale, resources, and established investment services platform.

This position represents a newly created Financial Advisor role within the Maryland region, reflecting the organization’s commitment to expanding investment services across the Credit Union’s footprint. The Advisor will join the existing Hanscom Investment Services Group and leverage an institutional platform supported by LPL Financial, integrated referral partnerships, and a collaborative branch network.

The Financial Advisor will be responsible for delivering comprehensive financial guidance to the Credit Union's members, including retirement planning, 401(k) rollovers, advisory portfolio management, and long-term wealth strategies. Day-to-day responsibilities include meeting with credit union members and referred prospects, managing and growing recurring assets under management, educating branch partners on referral opportunities, tracking and cultivating referral pipelines, and building a visible presence within the local community. The role is designed to grow an institutional book of business within a structured, credit union supported model.

We are seeking a motivated and member focused Financial Advisor. For a confidential conversation, please contact William Wegener, Consultant, Financial Services

S&W has been retained by $781MM DR Bank to manage the search for a VP, Treasury Management Business Development Officer.

Originally founded over two decades ago as Darien Rowayton Bank, the team at DR Bank has grown from its community roots to establishing a national presence. Led by entrepreneurs, the Bank designed, built, and sold a national digital lending Fintech to KeyBank in 2019, and has subsequently developed an industry leading commercial banking practice and emerged as a premier fintech sponsor bank.

As part of a strategic shift separating Retail from Business Banking, DR Bank has elevated Treasury Management as a standalone growth engine. The bank has invested in a comprehensive treasury platform that includes ACH, Positive Pay, Remote Deposit Capture, Zelle, and its ZEscrow digital escrow solution supporting attorney trust accounts, landlord and tenant relationships, 1031 exchanges, and other specialized sub-accounting needs. DR Bank maintains active partnerships with the Connecticut Bar Association and other legal organizations as it continues to expand its presence in both Connecticut and New York.

The VP, Treasury Management Business Development Officer will be responsible for driving new deposit relationships and expanding treasury management revenue across Fairfield County, Westchester, and New York City. The position will partner closely with commercial lenders and relationship managers to deepen existing relationships while generating new business independently. The successful candidate will be a visible, market-connected producer with demonstrated experience gathering deposits and building commercial relationships within the region.

For a confidential conversation, please contact Darcy Flaherty, Consultant, Financial Services.

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).

BS&L is a $280MM mutual savings bank based in Brattleboro, VT. Being a mutual savings bank means it exists for the benefit of all their depositors, their community, and their employees. Virtually all the funds deposited at BS&L get reinvested back into the surrounding communities, supporting local mortgages, businesses, and consumers.

BS&L is also proud to be a Certified B Corporation. It is only the 9th bank in the nation to receive this certification, and it signifies that the institution meets the highest standards of ethical practices in four primary areas: Community Benefit, Environmental Impact, Employee Engagement, and Corporate Responsibility.

The Senior Vice President, Chief Financial Officer (CFO) is a critical role at BS&L, reporting directly to the President and CEO. This executive leadership position is responsible for managing the bank's financial actions, including planning, risk management, record-keeping, and financial reporting. The ideal candidate will provide strategic financial guidance to ensure the bank's financial commitments are met, while also implementing policies and procedures that will contribute to its financial health and compliance with the banking regulations.

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.

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.

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.

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.

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).

Smith & Wilkinson has been retained by Quincy Credit Union to lead the search for the organization’s next Director of Consumer Lending. Founded in 1937, Quincy Credit Union is a member focused, community based financial institution serving more than 38,000 members across the South Shore and Greater Boston region. Headquartered in Quincy, Massachusetts, with branches in Quincy, Weymouth, and Marshfield, and a new Hanover location opening soon, the credit union continues to grow in line with its strategic plan. Quincy Credit Union has built a strong reputation for personalized service, financial strength, and a deep commitment to helping members improve their financial well being. The organization has also demonstrated remarkable success in consistently growing both membership and core deposits, creating a strong deposit base and significant opportunity to continue expanding its lending programs.

The Director of Consumer Lending will play a key leadership role in shaping the next chapter of growth for Quincy Credit Union’s consumer lending function. Reporting to the Chief Lending Officer, this leader will help drive strategy, process improvement, and execution across consumer lending, with a particular focus on auto lending, personal lending, and credit cards. The role offers the opportunity to enhance the member experience and improve lending automation and decision making, while leading a tenured team. This is an excellent opportunity for a consumer lending leader who brings strong operational expertise, a forward thinking mindset, and a passion for building efficient, member centered lending programs within a growing and well respected credit union.

For additional information, please reach out to Darcy Flaherty, Consultant, Financial Services.

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).

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.

Smith & Wilkinson is proud to partner with HRCU in leading the search for the Credit Union’s next President & Chief Executive Officer. The longtime President & CEO, Brian Hughes, has announced his intention to retire by the end of this year after a distinguished tenure with HRCU.

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.