Financial Services
Modern Talent Solutions for a Traditional Industry
For two decades, Smith & Wilkinson has set the bar for excellence in executive search for community banks and credit unions. Our clients have come to depend on our market expertise, our commitment to excellence, professionalism, candor, integrity, and of course results.
Our clients include community financial institutions (banks and credit unions), service providers and associations, nonbank lenders and financial technology (fintech) companies, community and economic development organizations, and government-sponsored enterprises. Our tenured team of search professionals has experience representing clients across the spectrum of organizational missions, from those clients who view their roles as stewards of their customers’ money across generations to companies looking to get products to market with speed.
Successfully completed engagements have included searches for Board Members, some of the most highly visible CEO searches in our space, and across functional areas of lending, credit, operations, technology, finance and accounting, risk management, human resources, wealth management, and marketing.
Personal Service With a National Reach
We are dedicated problem-solvers for our clients, especially when it comes to filling the most critical and hard-to-fill positions. We leverage our industry expertise, network, and execution methodology to deliver insights, solutions, and exceptional candidates nationally.
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Your Trusted Partner for Talent Acquisition
With over two decades of experience in organizational consulting, our team is ready to help you find and hire the best talent available. Through our extensive network, we offer broad-ranging capabilities to the financial services sector, including community banks, credit unions, financial technology, and community and economic development. Our team lives and breathes financial services, and we share in your excitement for where our industry is headed.
Our search assignments encompass nearly all seniority levels and functional areas of the financial services ecosystem, offering our clients and candidates maximum visibility into the talent market.
Contact Us – Financial Services
Financial sectors we serve
Community Banks
As members of the ICBA and ABA, as well as numerous state banking associations, our network extends across the country. We’ll partner with you to find qualified talent with relevant knowledge of the banking industry.
Our assignments include searches for board members, C-suite executives, line of business leaders, and skilled individual contributors in every function and discipline across the organization. Our clients run the gamut, from publicly traded commercial banks to mutual savings banks, with assets ranging from $100M to $100B.

Credit Unions
Credit Unions are a vital part of healthy communities. As member-owned organizations, they contribute directly to the communities they serve. Credit unions promote the well being of their members and it’s important to create relationships built on trust. That trust starts with a quality organization that understands and believes in their mission. The Credit Union team at Smith & Wilkinson are experts at finding dedicated, knowledgeable talent for credit unions.

Fintech
Our team of experts understands the challenges of the Fintech ecosystem. New, innovative technologies and rapid consumer adoption requires executives who are adaptable, innovative and creative. Through our extensive network, we offer broad-ranging capabilities to Financial Technology providers including companies in Payments, Banking, Marketplace Lending, Personal Finance and Wealth Management, Real Estate, and elsewhere.
Our search assignments encompass nearly all seniority levels and functional areas of the FinTech industry, offering our clients and candidates maximum accessibility to the talent market.

Community & Economic Development
Our search assignments include executive directors, C-suite executives, and skilled individual contributors in a multitude of functions. Clients include CDFI’s, CDC’s, various state-chartered organizations dealing in tax credits, block grants, direct lending, and bond financing, housing authorities, and related entities.
Our philosophy is as simple as it is timeless; we cultivate relationships with exceptional executives across the industry, and we leverage these relationships to find the right candidate the right job at the right time.

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.
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Vermont
Posted: 10/13/2025
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.
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Carll Wilkinson

Chris Kelley
President
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 10/13/2025
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).
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Carll Wilkinson

Cameron Boyd
SVP, Director of Operations
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 10/13/2025
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.
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Cameron Boyd
Chief People and Culture Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 10/13/2025
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.
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Carll Wilkinson
Director of Strategic Insights
Financial Services
- Practice Area:
- Financial Services
Posted: 11/07/2025
Smith & Wilkinson is proud to partner with Municipal Credit Union (MCU) to lead the search for a newly created Director of Strategic Insights.
For over 100 years, MCU has upheld the credit union promise of “people helping people,” serving more than 600,000 members with affordable financial products and services. As one of New York’s oldest and largest credit unions, MCU remains dedicated to supporting its members and employees alike.
Reporting to the Chief Strategy Officer, the Director of Strategic Insights will be responsible for leading a member-centric approach to data analytics and strategic growth. This leader will leverage data-driven insights to identify and recommend high-value growth segments, such as profitable members and priority prospects, across New York City. The Director will aggregate and synthesize data from diverse sources, translating complex findings into clear, actionable recommendations that deepen member intimacy and drive relevant, resonant strategies for both current and prospective members.
For a confidential conversation or additional information, please contact William Wegener or Cameron Boyd.
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William Wegener

Cameron Boyd
Director of Information Technology
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 12/01/2025
Bristol County Savings Bank has selected S&W to lead the search and selection process for its first 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 Julia Crouter or anyone on our financial services team.
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Julia Crouter

Cameron Boyd
VP of Lending
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 12/01/2025
Smith & Wilkinson is proud to partner with $250MM Maine Family Federal Credit Union (Maine Family FCU) to lead the search for a Vice President of Lending.
Following the planned retirement of a long-tenured leader, this key executive role will oversee all areas of lending, including real estate, consumer, and collections, and will play a critical role in driving loan growth, ensuring compliance, and advancing the credit union’s mission to serve its members and community.
For over 85 years, Maine Family FCU has been rooted in the heart of Androscoggin County, where community isn’t just a word: it’s a commitment The credit union proudly serves more than 22,000 members, providing affordable financial products and personalized service. Guided by the credit union philosophy of “people helping people,” Maine Family FCU continues to make a meaningful impact in the lives of its members and the communities it serves.
Reporting to the Executive Vice President, the Vice President of Lending will lead a team across real estate lending, consumer lending, and collections. This leader will shape lending strategy, manage performance, develop staff, and ensure the sound administration of lending policies and compliance practices. The VP will also play a visible role in the community, representing the credit union with integrity and professionalism.
This is an exciting opportunity for an experienced, member-focused lending executive to join a stable and growing credit union that values transparency, accountability, and collaboration.
For a confidential conversation or additional information, please contact Darcy Flaherty
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Cameron Boyd

Darcy Flaherty
Wealth Management & Trust Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 11/24/2025
Under the general supervision of the Head of the Division (SVP, Trust), this position performs a variety of duties relative to the business development of the Greenfield Savings Bank Wealth Advisory business in the assigned region. Markets investment, trust and other fiduciary services to prospective individual, business and not-for-profit clients. Develops relationships with sources of new business referrals, including bank personnel, attorneys, accountants and other professional advisors. This position does not independently function as a policy maker within the Bank.
The selected individual will perform a variety of duties relative to developing new business and promoting the investment and fiduciary services of the business within the context of the Bank’s overall business development plan.Keep me in mind for something else
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Chris Kelley
VP, Human Resources Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 11/24/2025
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.Keep me in mind for something else
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William Wegener

Cameron Boyd
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
Chief Operating Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Delaware
Posted: 12/05/2025
Smith & Wilkinson has been retained by Artisans' Bank to identify the organization’s next Chief Operating Officer (COO). Reporting to the President & CEO, this key executive will lead all aspects of bank operations, including deposit, loan, and systems operations; information technology and cybersecurity; facilities and vendor management; and marketing and community relations. The COO will drive operational excellence, strengthen customer experience, and partner with senior leadership to advance the Bank’s strategic, digital, and organizational goals.
The ideal candidate will bring broad community banking operations experience, strong technology and core systems fluency, proven leadership of cross-functional teams, and the ability to both think strategically and operate hands-on in a relationship-driven environment.
Founded in 1861, Artisans’ is Delaware’s only mutual bank, a $716MM institution deeply rooted in the communities it serves. With 12 branches and 2 community-based lending hubs in Kent and Sussex Counties, strong capital, and a long history of stability, Artisans’ combines the personal service of a community bank with the discipline and mission of a depositor-owned institution. Decisions are made locally and collaboratively, and employees at all levels are closely connected to the customers and neighborhoods the Bank serves. The COO will play a critical role in guiding Artisans’ continued evolution, modernization, and long-term success.
Contact Darcy Flaherty or Cameron Boyd to learn more.
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Cameron Boyd

Darcy Flaherty
General Counsel
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 12/12/2025
Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle,” “AEFCU”) to manage the search for the organization’s first SVP, General Counsel. With $2.6B in assets, 375 team members, and 168,000 members as of December 2025, American Eagle is the largest community credit union in Connecticut and among the largest in New England. As American Eagle continues its cultural, strategic, and operational transformation, the organization is seeking a senior legal leader to provide deep legal expertise, lead risk-related matters, and contribute to overall organizational success. The SVP, General Counsel will report to the Chief Strategy and Revenue Officer, lead a nine-person team spanning enterprise risk management and compliance, and partner closely with business leaders across the organization. The role is responsible for identifying, assessing, and managing enterprise-wide risk, leading corporate legal initiatives, and helping shape and administer the credit union’s regulatory and compliance programs.
The ideal candidate is a seasoned legal executive (JD required) with financial services experience and deep expertise in regulatory compliance and enterprise risk management, capable of building credibility with executives, the Board, regulators, and external counsel. They will be a proven people leader and change agent who can anticipate organizational risks at the strategic level, balancing innovation and advancement with an appropriate, well-informed, and data-driven risk posture.
Contact Moriah Callahan, Partner & Director of Recruiting, Financial Services, or Carll Wilkinson, President & CEO, to learn more about this opportunity to help shape the future of American Eagle as its first SVP, General Counsel.
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Moriah Callahan

Carll Wilkinson
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
Chief Financial Officer & Treasurer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 01/09/2026
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.
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Chris Kelley
Treasurer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 01/15/2026
S&W has been retained by Maine State Credit Union (MSCU) to lead the search for the credit union's first Treasurer. Headquartered in Augusta, MSCU is a nearly $1B, community-chartered credit union serving more than 40,000 members. MSCU is committed to improving the financial lives of all Mainers, from the mountains to the coast. Since 1935, they have proudly built a tradition of personal service, paired with online banking technology to meet members and their businesses wherever they are.
Reporting to the Chief Financial Officer, the newly created Treasurer role will play a critical role in managing the credit union’s balance sheet, liquidity, and interest rate risk. This role is to support MSCU’s continued growth and increasing balance sheet complexity. The Treasurer will partner closely with the CFO to execute treasury strategy, support ALCO and Trustee Committee activities, and help ensure the organization’s ongoing financial strength, profitability, and regulatory compliance. The Treasurer will be a hands-on contributor, owning day-to-day treasury responsibilities including liquidity management, investment portfolio oversight, funding strategies, and interest rate risk analysis. This role will contribute directly to financial modeling, profitability analysis, and Board-level reporting, working closely with senior leadership and governance committees.
As a key member of the finance team, the Treasurer will collaborate across Finance, Lending, Risk, and Operations to align balance sheet strategy with organizational goals. This role offers meaningful exposure, influence, and the opportunity to grow with the organization. We are seeking a treasury or finance professional with experience in a credit union, community bank, or other regulated financial institution, who brings strong analytical skills, sound judgment, and a desire to take the next step in their career within a dynamic, growing organization.
Contact Darcy Flaherty to learn more about this high-impact opportunity with Maine State Credit Union.
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Darcy Flaherty
SVP, Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 01/16/2026
Smith & Wilkinson has been retained by East Cambridge Savings Bank (“ECSB,” www.ecsb.com) to manage the search for the Bank’s next SVP, Chief Financial Officer. 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 SVP, Chief Financial Officer, will serve as a strategic financial partner to the Bank’s CEO and executive leadership team, playing a central role in guiding ECSB through its next phase of growth. The CFO will oversee all core finance functions, including financial reporting, accounting, budgeting, forecasting, asset liability management, liquidity planning, and investment portfolio management. In addition, the CFO will play a key role in evaluating and supporting growth initiatives, including funding strategies, balance sheet optimization, and organic and inorganic expansion. This individual will be expected to bring a forward thinking strategic mindset and the judgment to balance the Bank’s growth goals with financial discipline and regulatory expectations.
This is a highly visible leadership position requiring proven board and regulatory credibility, as well as the ability to align financial decision making with the Bank’s long-term strategic objectives, while preserving ECSB’s culture and mutual mission.
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
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: 02/03/2026
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
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 02/02/2026
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
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