S&W has been retained by Rhinebeck Bank to manage the search and selection process for the bank’s next President & CEO. Rhinebeck Bank, a $1.2B community bank serving New York’s Hudson Valley region, seeks a dynamic President & CEO to lead strategic growth, enhance shareholder value, and reinforce its reputation as a trusted local partner. Reporting to the Board of Directors, this executive will be responsible for driving long-term financial performance, operational excellence, and community engagement while navigating the demands of a publicly held financial institution.

Key Responsibilities

• Strategic & Financial Leadership: Shape and execute the Bank’s vision, with a sharp focus on sustainable profitability, capital efficiency, and increasing shareholder value.
• Public Company Oversight: Ensure robust investor relations, transparent financial reporting, and SEC compliance in coordination with Board and regulatory stakeholders.
• Enterprise Risk & Governance: Lead a strong risk management framework aligned with public bank expectations and evolving regulatory requirements.
• Operational Excellence: Guide digital transformation and continuous process improvements to enhance efficiency and market competitiveness.
• Community & Customer Engagement: Balance stakeholder returns with the Bank’s mission-driven community involvement and customer-first culture.
• Talent Development & Culture: Promote a high-performance, inclusive work environment through leadership development and succession planning.

Qualifications

• 15+ years of progressive experience in banking or financial services, including at least 5 years in a senior executive role.
• Experience leading, or serving in a senior executive position with, a publicly traded financial institution is strongly preferred.
• Demonstrated ability to increase shareholder value through sound strategic execution, operational discipline, and investor alignment.
• Proven financial acumen in capital planning, ALM, risk management, and regulatory compliance.
• Strong communicator and relationship-builder across shareholders, analysts, regulators, employees, and community leaders.
• MBA or equivalent advanced degree preferred; relevant credentials (e.g., CPA, CFA) a plus.

Ideal Candidate
A results-oriented leader with a successful track record in public banking. The ideal candidate combines strategic foresight, operational rigor, and a deep understanding of capital markets with a commitment to community values. They will be skilled at aligning performance with purpose—delivering value for shareholders while strengthening customer and community relationships.

For additional information about this highly unique community banking leadership role, please contact a member of the S&W search team: Moriah Maron, Partner & Director of Recruiting (mmaron@smithandwilkinson.com), Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com), or Carll Wilkinson, President & CEO (cwilkinson@smithandwilkinson.com).

Due to the upcoming retirement of their longtime CEO, Smith & Wilkinson is proud to partner with Salal Credit Union ($1.2B) on the national search for their next President & Chief Executive Officer.

Salal Credit Union is a member-owned financial institution headquartered in Seattle, Washington. Founded in 1948, Salal has grown into a bold, forward-thinking organization serving more than 60,000 members nationwide with a full suite of personal and business banking services. With a commitment to innovation, community impact, and personalized service, Salal helps individuals and small businesses achieve financial wellness through lower fees, competitive rates, and a member-first approach. The credit union is now entering an exciting new chapter of strategic growth, innovation, and expanded community impact.

The next CEO will partner closely with the Board of Directors to execute a strategic vision centered on digital innovation, sustainable growth, financial empowerment, and organizational excellence. With a focus on independence, technology leadership, equity, and member engagement, this is a rare opportunity for a purpose-driven executive to lead a high-performing, mission-driven institution as it targets $2 billion in assets over the next five years.

The Chief Executive Officer position at Salal Credit Union offers a competitive base salary range of $440,000 to $550,000, commensurate with experience and qualifications. In addition to base compensation, the role is eligible for an annual performance-based incentive, targeted at 20% of base salary, contingent on the achievement of individual and organizational goals.

Salal Credit Union provides a comprehensive benefits package, including:

• Medical, dental, and vision insurance
• Paid time off, including vacation, sick leave, floating holidays, and paid holidays
• Deferred compensation plans, including 457(b) and 457(f) retirement programs

For more details about the benefits offered, please visit: https://www.salalcu.org/careers

We are honored to support Salal Credit Union during this important leadership transition.

For more information or to express confidential interest, please contact Nathan Townsend or Carll Wilkinson.

Champlain National Bank’s history dates back to 1909 when Lake Champlain National Bank began operations in Westport, NY. In 1959 it merged with Essex County National Bank, based in Willsboro, NY, and dropped “Lake” from its name. Today Champlain National Bank has over $510MM in total assets and is a full-service financial institution offering consumer and commercial products and services. The Bank currently has retail branches in Elizabethtown, Crown Point, Keene, two in Plattsburgh, Champlain, Lake Placid, and Saranac Lake. The Bank’s Board of Directors and employees are proud of the Bank’s long history serving the people of Essex, Clinton, and Franklin counties as the area’s local, community-focused Bank.

Smith & Wilkinson has been retained to find Champlain National Bank’s next SVP Chief Financial Officer. The Chief Financial Officer will develop, plan, coordinate, organize, manage and direct the overall activity of the Bank’s financial functions. This individual will be fully responsible for the overall management and strategic direction of all core Finance, Treasury, and Accounting operations. In keeping with the goals and objectives established in the Bank’s Strategic Plan, the CFO will plan, manage, and implement financial strategies and processes that will optimize the institution’s risk position, earnings performance, liquidity, interest rate risk and capital.

Smith and Wilkinson is proud to partner with our longstanding client, Salem Five, in the search for the bank’s next Chief Marketing Officer (CMO).

Salem Five is a full-service financial services company offering commercial and consumer banking, wealth management and trust services, commercial and personal insurance, and mortgage banking. Founded in 1855 as a savings bank for the city of Salem, MA, the organization has grown into the fourth largest mutual bank in the country, with $8B in assets. Salem Five has steadily expanded its products, services, and team to meet the evolving needs of families and businesses throughout New England. Today, the Bank operates more than 30 retail branches, 10 insurance locations and 4 mortgage offices across the region. The future is bright. Salem Five is poised to continue expanding its market share by leveraging its successful recipe of experienced personnel, personal service, and strategic innovation.

The Chief Marketing Officer (CMO) is responsible for the overall leadership, direction, and performance of the Marketing Division at Salem Five. This executive will lead a seasoned, collaborative team across brand strategy, advertising, digital marketing, CRM, customer insights, events, and community engagement.

We are looking to identify a strategic, innovative, and pragmatic leader with a proven ability to drive brand, customer and revenue growth, deepen customer engagement, and lead cross-functional initiatives - all within a resource-conscious culture. This is a highly visible leadership role, requiring strong collaboration across the bank’s business units and a direct impact on the institution’s continued evolution.

For a confidential conversation, please reach out to Moriah Maron or Cameron Boyd.

BS&L is a $290MM 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. With a Tier 1 Risk-Based Capital Ratio of 16.92% (as of 3/31/2025), the bank is very well capitalized.

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 CEO is the leader of Brattleboro Savings & Loan (the Bank) and is responsible for the overall success of the Bank. Under the supervision of the Board of Directors, the CEO is responsible for the day-to-day management of the Bank; developing business strategies and plans and ensuring their alignment with short-term and long-term objectives; leading and motivating staff to advance employee engagement; developing a high performing managerial team; and, ultimately overseeing all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission of the Bank, including as needed to maintain certified B-Corporation status.

Role: President – Tompkins Community Bank

Location: Ithaca, NY

S&W has been retained by Tompkins Financial (NYSE: TMP) to manage the search and selection process for the President of Tompkins Community Bank.

Tompkins Financial Corporation is a diversified financial services company headquartered in Ithaca, New York that traces its roots to 1836. Under its holding company, Tompkins operates as subsidiaries Tompkins Community Bank, Tompkins Insurance Agencies, and Tompkins Financial Advisors. The combination of robust solutions across traditional banking products and services, wealth management and advisory, and insurance allows Tompkins to be a trusted financial advisor to businesses and consumers in the communities it serves. The banking business, Tompkins Community Bank, unites the strengths of four legacy community banks across New York and Pennsylvania and has total assets of approximately $8.1 billion. Tompkins Community Bank operates as four distinct regions (with a total network of 53 retail branches and 65 ATMs), each with a Market President, allowing it to serve a large and diverse footprint while maintaining a commitment to local community banking and decision making. Tompkins is a strong performer that is committed to sustainable growth. For the period ending 12/31/24, the bank reported a net income of $70.9 million, total loans of $6 billion, and total deposits of $6.5 billion.

The President of Tompkins Community Bank will report to the President & CEO of Tompkins Financial Corporation, and as the leader of the banking business will serve as a key member of executive leadership, helping to continue the bank’s growth, innovation, and community impact. The role includes the oversight and leadership of four Market Presidents and key business line leaders. The primary responsibilities of this public company executive leadership role will include strategic, operational, and financial oversight of the Community Bank, leadership and development of a high-performance culture, and community and market engagement. We are seeking a dynamic and visionary executive to lead the mission-driven community banking business with its deep local ties and a reputation as a top performing regional financial institution. Successful candidates will possess 15+ years of progressive executive leadership roles in community/regional banking, strong expertise in commercial banking, credit and risk management, regulatory compliance, and financial operations, and a proven track record of driving a high-performance culture and market growth. For additional information, or to arrange a confidential conversation, please contact: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Carll Wilkinson, President & CEO (cwilkinson@smithandwilkinson.com).

S&W has been retained by Norway Savings Bank to manage the search and selection process for the bank’s next VP, Commercial Loan Officer.

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.

Reporting to the Regional VP of Commercial Lending, the Commercial Loan Officer is responsible for originating and servicing commercial loans, as well as managing and growing commercial banking relationships. This role involves calling on existing clients, prospective customers, and centers of influence to develop new business opportunities while simultaneously deepening and retaining existing relationships.

Due to an upcoming retirement, Smith & Wilkinson has been retained by First County Bank (“FCB,” www.firstcountybank.com) in Stamford, Connecticut to manage the search and selection process for the bank’s next Chief Executive.

With approximately $2.2B in total bank assets, First County Bank is one of the premier mutual banks in the region. Founded nearly 175 years ago, FCB has been a reliable financial partner to consumers and businesses in lower Fairfield County and beyond for generations. In an industry and geography that has seen tremendous consolidation, FCB’s steadfast resolve to maintaining its mutual ownership structure and local decision making has positioned the bank to continue as an independent, community-focused financial institution for years to come. Through its Foundation, First County Bank Foundation, Inc., the bank has supported area nonprofits through over $10MM in charitable giving since 2001.

The bank serves its consumer and business customers through a full suite of competitive loan, deposit, and wealth management products and services. In addition to traditional loan and deposit offerings, the bank’s relationship-based approach to supporting its customers is enhanced by its wealth management division, First County Advisors, which offers investment, trust, and planning solutions. The bank is in strong financial condition, with good earnings, efficiency, asset quality, and capital. FCB operates 13 retail locations in Fairfield County and has a modern mobile and online offering that allows customers to stay connected to their money from anywhere.

We are seeking a visionary, community-minded, and financially astute banking executive with demonstrated leadership experience to lead FCB through its next phase of growth and transformation. First County Bank has a rich history supporting the Fairfield County Community and the bank values its trusted advisor culture, financial strength, and deep community ties. Their next CEO will preserve the Bank’s legacy while developing and implementing a forward-looking strategy that enhances profitability, customer experience, innovation, and organizational excellence. The ideal candidate will balance continuity with innovation, embracing evolving banking demands with confidence, adaptability, and a people-first leadership style.

For additional information about this unique community bank leadership role, please contact: Cameron Boyd, Managing Partner, Financial Services Practice (cboyd@smithandwilkinson.com) and Julia Crouter, Senior Associate, Financial Services Practice (jcrouter@smithandwilkinson.com).

S&W has been retained by Norway Savings Bank to manage the search and selection process for the newly created position of Commercial Portfolio 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.

Reporting to the Regional VP of Commercial Lending, the Commercial Portfolio Manager will be responsible for supporting commercial lenders in managing and maintaining existing client relationships, while also contributing to new business development efforts. This role plays a key part in both the credit and relationship management functions of the commercial banking team.

Apple FCU, a leading financial institution, is dedicated to improving the lives and fulfilling the dreams of our members by providing exceptional service and innovative financial solutions. We are seeking a highly motivated and detail-oriented Vice President of Strategy Implementation to join our team. Reporting to the CEO, this role is pivotal in driving our strategic goals and ensuring the successful execution of our business plan. The ideal candidate will possess strong analytical skills, excellent written and verbal communication abilities, and a collaborative mindset.

Due to the work transition of a longtime employee, S&W has been retained by Reading Cooperative Bank (“RCB”) to manage the search and selection process for the bank’s next Chief Human Resources Officer.

RCB is a $922MM mutual bank based in Massachusetts guided by its “people over profits, every time” philosophy. Following completion of RBC’s merger with Wakefield Cooperative Bank the combined institution, will be able to support even more customers, communities, and businesses through a larger branch network (14), 120+ employees, and $1.2B in total assets. RCB is a progressive, technology-forward institution with strong financial performance, excellent asset quality, and deep community commitment.

Reporting to the Bank's CEO, the CHRO plays a key leadership role in the next chapter of the Bank's evolution. Working collaboratively with the executive and leadership teams, the CHRO is responsible for developing and executing a comprehensive human resources strategy that supports the bank’s business plan and strategic direction. The CHRO will focus on leading the bank’s culture, business plan, and strategic direction. We’re seeking experienced human resource leaders with an innate curiosity and a drive to continuously improve people, processes, and performance.

Contact Moriah Maron, Partner & Director of Recruiting, for a confidential conversation and to learn more.

S&W is proud to partner with Tyndall Federal Credit Union (TFCU) in identifying their next Chief Information Officer (CIO). Headquartered in Panama City, FL, TFCU is a $1.9B, not-for-profit credit union serving over 113,000 members across the Florida Panhandle and Southern Alabama. Under the direction of newly appointed 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 CEO, the CIO will play a key role in shaping and executing the technology roadmap that supports TFCU’s mission to make a meaningful difference in the lives of its members. We’re seeking a visionary technology leader with deep experience in banking or credit union environments, strong knowledge of core systems and conversions, and a forward-thinking mindset around AI, automation, machine learning, and cloud technologies. This is a unique opportunity to drive digital transformation and lead a talented team in a purpose-driven organization.

For a confidential conversation, please contact Moriah Maron, Partner and Director of Recruiting, or Julia Crouter, Senior Associate.

Due to an upcoming planned retirement, Smith & Wilkinson has been retained by BankGloucester (https://www.bankgloucester.com/) to lead the search for its next Vice President of Information Technology.

This position will report directly to the President and CEO, the VP of IT and will join a strong and collaborative management team and be responsible for leading both the strategic and operational aspects of the bank’s technology function. The role oversees a team of four IT professionals supporting three branch locations, ensuring seamless day-to-day operations, robust infrastructure, and cybersecurity readiness. As a leader, the team will expect this person to embrace early adoption of new technologies and focus on enhancing customer experience and internal efficiency.

The ideal candidate will be a seasoned IT leader with more than 10 years of experience in the banking industry, a deep understanding of regulatory and security requirements, and a passion for community banking and innovation.

Established in 1887, BankGloucester is a $400 million, state-chartered mutual bank that has proudly served the Cape Ann community for 138 years. The bank leverages advanced technology and a comprehensive suite of banking products to fulfill its mission of delivering exceptional, personalized, and community-focused financial services.

Founded in 1891, Union Bank is a Vermont state chartered commercial bank, and a wholly owned subsidiary of Union Bankshares, Inc., NASDAQ: UNB. Union Bank is a full-service community bank offering commercial, retail, and municipal banking services throughout northern Vermont and New Hampshire. As of June 30, 2025, total assets were $1.48B.

After an incredible career at Union Bank, longtime CEO David Silverman has announced his intent to retire in the first half of 2026. Consequently, Union Bank is seeking a new CEO to shepherd the organization through its continued evolution, meeting the needs and exceeding the expectations of customers, employees, and shareholders.

Reporting to the Board of Directors, the President & CEO is responsible for guiding and executing the strategic plan with a focus on visionary leadership, financial performance, innovation, and community impact.

Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle,” “AEFCU”) to manage the search for the organization’s next Chief People and Culture Officer (CPCO). With $2.6B in assets, 375 team members, and 168,000 members as of August 2025, American Eagle is the largest community credit union in Connecticut and among the largest in New England. Its mission - to enrich the lives of their communities to create a world where financial freedom is a reality - guides the organization and will be at the center of this critical role.

Reporting directly to the President & CEO, the CPCO will be a key member of the Executive Leadership Team and lead teams across People and Culture Enablement, Inclusion and Diversity, Total Rewards, Process Excellence and Data Analytics. The CPCO will champion an engaged, inclusive, and collaborative workplace that reflects and supports the communities AEFCU serves; build scalable systems, processes, and programs that translate AEFCU’s purpose-driven culture into business practice; and serve as a cultural leader, collaborator, and innovator to drive transformation alongside the Executive Leadership Team.

We’re seeking experienced HR and people leaders with deep expertise in data-driven decision-making, process excellence, and continuous improvement, and a track record of building inclusive, high-performing cultures aligned with mission and strategy.

Contact Moriah Maron, Partner & Director of Recruiting, Financial Services, or Carll Wilkinson, President & CEO, to learn more about this unique leadership role.

Smith & Wilkinson is pleased to partner with Atlantic Community Bankers Bank (ACBB) on the search for their next Senior Vice President, Director of Operations.

ACBB is one of only twelve bankers’ banks in the U.S., providing correspondent banking, payments, and value-added services to community financial institutions. With 340 shareholder banks and a growing client base, ACBB is positioning itself as a long-term industry leader in an era of consolidation and restructuring.

Based in Camp Hill, PA (preferred) or Glastonbury, CT and reporting to the CIO, the SVP, Director of Operations will be a key member of the executive team, overseeing Payments Operations, Deposit Operations, and Client Care. This hands-on leader will guide a team with the primary goal of driving operational excellence, advancing automation and technology integration, and strengthening compliance, resiliency, and client experience.

The ideal candidate is a seasoned operations executive with deep expertise in payments and deposit systems, proven success leading transformation, and a passion for building high-performing, client-focused teams. This is a rare opportunity to make a strategic impact at a growing institution dedicated to helping community banks thrive.

For additional information, please reach out to Moriah Maron, Partner & Director of Recruiting, or Cameron Boyd, Managing Partner.

Due to an upcoming retirement, Smith & Wilkinson is proud to partner with Lighthouse Credit Union on the search for their next VP, Finance.

About the company:

Founded in 1936 and federally chartered, Lighthouse Credit Union is a not-for-profit financial cooperative based in Dover, NH, serving over 165,000 members across New Hampshire and Maine. With total assets exceeding $1.9 billion, the credit union is committed to providing its members with accessible, member-focused financial services that foster both personal and community growth. Lighthouse offers a wide range of products, including checking and savings accounts, loans, and financial planning services.

Beyond banking, the credit union is deeply invested in its communities, supporting initiatives in affordable housing, health, and food security. With a strong financial foundation, boasting a net worth of $208 million and a capital ratio of 10.88%, Lighthouse continues to lead with a mission of making a meaningful impact through both member service and social responsibility.

About the Role:

Reporting to the CFO, the VP, Finance will lead and manage the Credit Union’s Accounting and Finance functions. Responsibilities include, but are not limited to, overseeing general ledger reconciliations, accounting systems, monthly close procedures, daily cash position management, allowance for credit loss analysis, compliance with GAAP, budgeting, forecasting, financial reporting, and strategic financial planning. This role is integral in partnering with leaders across the organization to provide insights and drive data-driven decision-making. The VP, Finance will lead the Accounting and FP&A teams and offer ongoing financial guidance to the leadership team.

If this opportunity is of interest, or if you know someone who may be a good fit, please don’t hesitate to reach out to Nathan Townsend or Darcy Flaherty for additional information.

Bristol County Savings Bank has selected S&W to lead the search and selection process for its next Director of Information Technology. Founded in 1846 and headquartered in Taunton, Massachusetts, BCSB is a 159-year-old, mutual community bank that embodies the best of what a community bank can be. For generations the bank has served consumer and business customers throughout southeastern Massachusetts and Rhode Island and beyond, having been a source of financial stability for customers and the communities it serves through good times and bad.

Reporting to the EVP/CIO, this critical leadership role will oversee the bank’s IT operations, infrastructure, network security, telecommunications, and business continuity planning while managing a team of six IT professionals. The ideal candidate will have 10+ years of network management experience in a multi-site environment, including at least 5 years of managing technical staff. A strong background in VMware, Active Directory, Office 365, and firewall/network security is essential, with experience in financial services or other highly regulated industries preferred. Familiarity with Fiserv DNA or COCC Insight is a plus. This is an exciting opportunity to shape the technology strategy of a strong, community-focused institution.

If you are interested in learning more or know someone who might be a good fit, please reach out to Nathan Townsend or anyone on our financial services team.