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.
In 2025 we made:
0
Placements
0
Clients
0
States
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 - Updated Form
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. 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.
SVP, Director of Specialty Banking
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 02/24/2026
S&W has been retained by Northeast Bank to manage the search for the bank's first SVP, Director of Specialty Banking.
Northeast Bank is a high-performing publicly traded bank founded in Maine in 1872 and acquired by its current ownership group in 2010. The bank's business strategy is to originate and acquire commercial real estate loans and originate small business loans, nationally. The bank primarily funds its balance sheet with deposits sourced through its retail branch network in western, central, and southern Maine; government and municipal banking customers; national lending customers; and ableBanking, a division of the bank. Northeast Bank has experienced significant growth and currently has $4.9B in total assets and is in exceptional financial condition with strong earnings, efficiencies, asset quality, and capital. For the most recent reporting period ending December 31, 2025, the bank has an ROE of 16.61%, ROA of 2.00%, efficiency ratio of 40.8%, past due loans as a percent of total loans of 0.80%, and core capital ratio of 12.21%. The Bank is regulated by the FDIC and the State of Maine Bureau of Financial Institutions.
Reporting to the Chief Retail Banking Officer, the SVP Director of Specialty Banking will be responsible for driving the development of deposit growth through industry expertise, established relationships, and specialized solutions. The incumbent will be responsible for leading strategic growth initiatives and driving new business development within the Specialty Deposit segments. This position focuses on identifying, cultivating, and managing deposit relationships with clients in industries such as property management, homeowners’ associations, law firms, professional service firms, escrow and title companies, professional fiduciaries, healthcare, and other sectors with complex deposit, cash management, and treasury service needs. We are seeking exceptional vertical banking talent with an entrepreneurial drive for this unique and growth-driven bank leadership role. The ideal candidate is a proven business generator with a portable book of business, deep industry expertise, and an entrepreneurial mindset, capable of building and scaling a specialty deposit franchise within a performance-driven, growth-oriented institution. For additional information, or to arrange a confidential discussion, please contact Julia Crouter, Consultant (jcrouter@smithandwilkinson.com).
Keep me in mind for something else
Relevant Contacts

Julia Crouter

Cameron Boyd
Chief Human Resources Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 04/30/2026
In advance of an upcoming planned retirement, S&W has been retained by Salem Five to partner in the search and selection process for the Bank’s next Chief Human Resources Officer (CHRO)
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 a sophisticated and diversified financial services provider, one of the largest independent banks in Massachusetts. Today, the Bank operates more than 30 retail branches, 10 insurance locations and 4 mortgage offices across the region, and employs nearly 700 people. The future is bright. Salem Five is well positioned to continue expanding its market share by building on its proven combination of experienced personnel, high-touch personal service, and strategic innovation.
The next Chief Human Resources Officer will play a critical role in the next phase of the Bank’s evolution, as a strategist, an operational leader, and a consummate thinking partner and confidante to the executive team. The CHRO will develop and execute the human capital strategy, align people operations with business goals, and skillfully manage risk and compliance requirements, leading a growing team of 13, including Talent Acquisition, Employee Relations, Compensation and Benefits, and Learning and Development. Following the planned succession timeline, the CHRO will report directly to the President and CEO as a member of the executive management team.
We are seeking a seasoned and sophisticated Human Resources Executive with a proven track record guiding ambitious, rapidly growing, highly regulated, and operationally complex institutions.
For a confidential conversation, please contact Carll Wilkinson, President & CEO, or Julia Crouter, Consultant, Financial Services Practice.
Keep me in mind for something else
Relevant Contacts

Julia Crouter

Carll Wilkinson
SVP, Retail Banking Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 05/06/2026
Smith & Wilkinson has been retained by MountainOne/Mechanics Cooperative to lead the search for their SVP, Retail Banking Officer. Following regulatory approval and the completion of the merger of their parent companies on 1/1/26, the combined organization represents approximately $1.9B in assets and is building a scalable mutual holding company structure designed to support future growth. As two strong, well-capitalized institutions come together, MountainOne/Mechanics Cooperative is seeking a dynamic retail banking leader to drive growth, performance, and a consistent customer experience across the combined franchise.
Reporting directly to the President and Chief Executive Officer of the holding company, the Retail Banking Officer will provide strategic leadership across the branch network and call center, with responsibility for retail sales, deposit growth, customer experience, and frontline performance. The role will play a critical part in the integration of the two banks, aligning processes, standardizing the customer journey, and bringing together best practices from both organizations. This leader will partner closely with operations, marketing, and business development to strengthen core deposit growth, enhance referral channels, including investments, and ensure a cohesive approach to serving customers across all touchpoints.
The Retail Banking Officer will oversee a network of 15 branches across Massachusetts, along with call center operations, and will work closely with existing branch leadership to elevate performance while maintaining strong service standards. This is a highly visible role that requires the ability to lead through change, unify teams across different brands and cultures, and build momentum in a competitive market environment.
The role is based in Taunton, MA, with regular travel across the branch footprint, including North Adams.
The ideal candidate is a proven retail banking executive with a strong track record of driving deposit growth, leading sales-focused branch teams, and delivering a high-quality customer experience. Experience managing through integration, change, or multi-brand environments is highly valued. This individual will bring energy, accountability, and a clear ability to rally teams, while balancing service excellence with a strong focus on revenue and growth.
If you are interested in learning more or know someone who might be a good fit, please reach out to Darcy Flaherty or Cameron Boyd on our financial services team.
Keep me in mind for something else
Relevant Contacts

Cameron Boyd

Darcy Flaherty
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 06/01/2026
Founded in 1963 as The Maine Credit Union League Insurance Trust, CU Insurance Solutions is a credit union owned insurance agency serving credit unions and their members across Maine, New England, and surrounding markets. Established by Maine’s credit unions to provide insurance solutions tailored specifically to the cooperative financial services industry, the organization has evolved over the past 60 years into a trusted provider of insurance and protection products for the credit union community.
As a Credit Union Service Organization (CUSO), CU Insurance Solutions is governed by a board of managers comprised entirely of credit union professionals and remains closely aligned with the values and mission of the credit union movement. The organization is committed to providing high-quality service, practical guidance, education, and insurance solutions that support the evolving needs of its credit union partners.
The President & Chief Executive Officer serves as the senior executive leader and is responsible for the strategic direction, operational performance, financial strength, and long-term growth of the organization. Reporting directly to the Board of Managers, the CEO serves as a visible representative of the organization, working closely with the Board, credit union leaders, insurance carriers, and industry partners to strengthen existing relationships, identify new growth opportunities, and position the organization for continued success in an evolving marketplace.
We are seeking a strategic and relationship driven executive who will lead organizational growth, maintain strong operational performance, and continue to foster a highly collaborative culture with an enduring commitment to the CU Insurance Solutions core values of Passion, Integrity, Partnership, Respect, and Education.
Keep me in mind for something else
Relevant Contacts

William Wegener

Cameron Boyd
Chief Information Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 06/05/2026
Smith & Wilkinson has been retained by Quincy Credit Union to lead the search for the organization's first Chief Information Officer (CIO). Founded in 1937, Quincy Credit Union is a growing, member-focused financial institution serving nearly 40,000 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 execute on a strong growth strategy while maintaining its commitment to exceptional member service and financial strength.
As Quincy Credit Union continues to grow, the organization is seeking a strategic technology leader who can help maximize existing technology investments, strengthen project execution, and elevate technology's role across the organization. Quincy Credit Union has made significant investments in its core, digital banking platform, and technology partnerships, and is seeking a CIO who can maximize the value of those investments while advancing the organization's technology strategy.
Reporting directly to President & CEO and serving as a member of the Senior Leadership Team, the CIO will partner closely with leaders across the organization to drive technology strategy, improve governance, enhance vendor partnerships, and support enterprise-wide initiatives. The successful candidate will also play a key role in Quincy Credit Union's ongoing focus on innovation, automation, and artificial intelligence as the organization continues to position itself for future growth.
This is an exceptional opportunity for a transformational technology executive who enjoys building strong business partnerships, leading organizational change, and creating technology strategies that drive business results. The ideal candidate will bring a combination of strategic vision, project leadership, vendor management expertise, and the ability to develop and lead a tenured team through the next chapter of the credit union's evolution.
For additional information, please contact:
Darcy Flaherty, Consultant, Financial Services
dflaherty@smithandwilkinson.com
Cameron Boyd, Managing Partner
Keep me in mind for something else
Relevant Contacts

Cameron Boyd

Darcy Flaherty
SVP, Chief Human Resources Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Rhode Island
Posted: 06/04/2026
S&W has been retained by BankNewport to lead the search for its next Chief Human Resources Officer, a highly visible leadership role at a pivotal time for the organization.
BankNewport is a $3B mutual bank headquartered in Middletown, Rhode Island, with deep roots dating back to 1819 and a strong presence across the state. Under the leadership of President & CEO Jack Murphy, the Bank has experienced meaningful growth, expanding from approximately $1.8B to $3B in assets while investing in technology, commercial banking, people, systems, and organizational infrastructure. BankNewport is known for its relationship-driven community banking model, strong commitment to Rhode Island, and award-winning culture, built around its core focus on Community, Customers, and Colleagues.
The Chief Human Resources Officer will report directly to the President & CEO and lead the Bank’s human resources function across compensation and benefits, talent acquisition and retention, employee engagement, payroll, HR systems, compliance, workforce planning, and organizational development. This individual will serve as a key advisor to executive leadership and the Board on matters including executive compensation, succession planning, employee experience, and organizational effectiveness. The role offers the opportunity to preserve and strengthen BankNewport’s highly regarded culture while continuing to modernize HR practices in support of the Bank’s long-term growth.
Contact Jake Strong or Cameron Boyd to learn more about this unique opportunity with one of Rhode Island’s premier mutual banks.
Keep me in mind for something else
Relevant Contacts

Cameron Boyd

Jake Strong
Chief Lending Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 06/05/2026
Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle”) to manage the search for the organization’s next SVP Chief Lending Officer (CLO). With $2.7B in assets, $2.3B in deposits, 375 team members, and 168,000 members as of March 2026, American Eagle is the largest community credit union in Connecticut and among the largest in New England. Guided by its mission to enrich the lives of their communities and create a world where financial freedom is a reality, American Eagle is seeking an accomplished lending executive to lead a mature lending organization.
Reporting directly to the President & CEO and serving as a member of the Executive Leadership Team, the CLO will provide strategic leadership for all lending functions and oversee an established team of approximately 40 professionals through four direct reports. The CLO will lead a diverse, high-performing loan portfolio of approximately $1.75B and drive lending strategy, growth, operational excellence, innovation, risk management, and member experience across the organization.
The ideal candidate is an experienced lending executive with broad expertise across consumer and residential lending, and preferably commercial lending. They will bring strong business judgment, a member-focused mindset, and a collaborative leadership style, with the ability to work across the organization to drive growth, identify and implement emerging lending technologies and industry trends, and deliver increasing value to both members and team members. The successful candidate will be an innovative and strategic leader who balances sustainable growth with sound credit discipline in support of American Eagle’s mission and long-term success.
Contact Moriah Callahan, Partner & Director of Recruiting, or Carll Wilkinson, President & CEO, to learn more about this unique leadership opportunity.
Keep me in mind for something else
Relevant Contacts

Moriah Callahan

Carll Wilkinson
SVP, Chief Credit Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 06/16/2026
Headquartered in Davis Square in Somerville, Massachusetts, Middlesex Federal is an approximately $640MM mutual bank serving consumer and business customers primarily in greater Boston. The bank operates 3 retail locations in Somerville and Medford as well as a Loan Center in Somerville and offers a full suite of mobile and online solutions.
This year the bank earned the “Innovative Bank Leader” award as recognized by FedFis. This highlights the forward-thinking strategy that Middlesex Federal employs across the institution.
Reporting to the President/CEO, the Chief Credit Officer (CCO) is responsible for ensuring the overall quality, soundness, and regulatory compliance of the Bank’s lending portfolio. The CCO provides leadership and direction for credit policy, underwriting standards, and portfolio management, while working closely with commercial lenders to balance growth with prudent risk management.
Keep me in mind for something else
Relevant Contacts

Chris Kelley
Chief Ag Lending Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 06/15/2026
Smith & Wilkinson has been retained by Walden Mutual Bank to manage the search for the organization’s first Chief Ag Lending Officer.
Walden Mutual Bank is the first new mutual bank charter New England has issued in a generation (and the first in New Hampshire in more than 100 years). The Bank was founded with a vision towards becoming a long-term financial partner for sustainable food producers, manufacturers, sellers, brands, and community organizations. Its mission is “to enable anyone to make positive and lasting change in the ecosystems that sustain us, beginning with food.” Walden Mutual Bank is a mission-first organization, Certified Fossil-Fuel Free, and a Certified B Corp., allowing the bank to serve as a force for good with a long-term view of success and impact on its community.
Reporting directly to the CEO and partnering closely with the Chief Commercial Officer and SVP of Credit & Risk, the Chief Ag Lending Officer will play a critical leadership role in scaling the institution’s lending program while enabling and fulfilling its mission and culture. The CALO will oversee the full lending lifecycle while expanding the Bank’s presence across New England and New York, particularly within the food, agriculture, and natural resource sectors. Success in the role will require a balance of strategic leadership and hands-on execution, ensuring strong growth, disciplined credit practices, and a lasting impact on the communities the Bank serves.
We are seeking well-rounded commercial lending executives with experience in agriculture and food-related business lending for this entrepreneurial opportunity. The ideal candidate will bring extensive experience leading and developing a lending team, a proven track record of new business development success, as well as strong commercial credit acumen and underwriting abilities. For a confidential conversation, please contact Julia Crouter, Consultant, Financial Services Practice (jcrouter@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services Practice (cboyd@smithandwilkinson.com).
Keep me in mind for something else
Relevant Contacts

Julia Crouter

Cameron Boyd
VP, Human Resources Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 06/30/2026
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
Relevant Contacts

William Wegener

Cameron Boyd
VP Digital Solutions
Financial Services
- Practice Area:
- Financial Services
- Region:
- Vermont
Posted: 06/22/2026
On March 1, 2022, NEFCU and Vermont State Employees Credit Union announced their plan to merge and form EastRise Credit Union. The combined organization will continue to be the largest credit union in Vermont and has nearly 450 employees, $3.1B in total assets, and over 175,000 members. Today, EastRise Credit Union is a leading consumer and commercial financial institution with sixteen retail branches throughout Vermont and serving members across the country.
The VP of Digital Solutions is responsible for leading the Credit Union's digital applications ecosystem, including the strategy, architecture, performance, and continuous improvement of all member-facing and internal digital platforms. This role oversees the technical roadmap, systems integrations, platform reliability, and delivery of secure, scalable digital solutions.
Keep me in mind for something else
Relevant Contacts

Chris Kelley
Chief Operating Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 06/23/2026
Founded in 1907, Claremont Savings Bank is a $620MM state chartered mutual savings bank, headquartered in Claremont, New Hampshire. The Bank operates five branches – four in New Hampshire and one in Vermont – and has a dominant market share for deposits within the greater Claremont region. The Bank’s primary business is safekeeping deposits, and making residential mortgage loans and commercial loans within the local community. As a portfolio lender, Claremont Savings Bank prides itself on making quick decisions by applying their knowledge of the communities they serve to drive home ownership and grow local businesses. The Bank offers a competitive array of deposit, loan, and investment products, along with online banking and bill pay. The Bank also offers access to investment and insurance services provided through Claremont Financial Services, a division of Claremont Savings Bank.
The SVP Chief Operating Officer is responsible for driving the execution of the Bank’s strategic plan through disciplined operational leadership, continuous improvement, scalable operating models, and enterprise-level project delivery. The COO will bring deep banking expertise across deposits and lending operations, a strong command of technology-enabled transformation, and the leadership presence to guide meaningful cultural and organizational change.
Keep me in mind for something else
Relevant Contacts

Chris Kelley
VP, Commercial Credit Administration Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/10/2026
MountainOne is a mutual financial institution with more than $1 billion in assets, serving individuals, businesses, and communities throughout the Berkshires and Boston's South Shore. Founded in 1848, the organization offers commercial banking, retail banking, insurance, and investment services while maintaining a longstanding commitment to local decision making and community involvement. Effective January 1, 2026, MountainOne completed its merger with Mechanics Bancorp at the mutual holding company level, creating one of Massachusetts' most dynamic community banking organizations while preserving each bank's individual identity and customer relationships. The organization remains focused on asset quality, customer care, professional development, and community engagement as it continues its strategic growth across the Commonwealth.
MountainOne has retained Smith & Wilkinson to lead the search for a Vice President, Commercial Credit Administration Manager. This individual will provide leadership for the Commercial Credit Administration function while overseeing a growing team of Credit Analysts supporting an approximately $800M commercial loan portfolio. The portfolio consists primarily of Commercial Real Estate, Construction, and Commercial & Industrial lending throughout Eastern Massachusetts and the South Shore.
This search comes at an exciting time for the organization. Over the past year, MountainOne has invested heavily in strengthening its Commercial Credit team by adding experienced analysts, developing emerging talent, and positioning the department for continued growth. Rather than stepping into a turnaround situation, the successful candidate will inherit a stable, high-performing team and have the opportunity to shape its future while helping guide one of the Bank's most important functions.
The Vice President, Commercial Credit Administration Manager will oversee commercial underwriting activities, annual reviews, loan modifications, appraisal review, portfolio monitoring, credit administration systems, and regulatory compliance while mentoring and developing a team of Credit Analysts. The role carries independent commercial loan approval authority, serves as a key business partner to Commercial Lending, and plays an important role in maintaining the Bank's strong credit culture and risk management practices.
While strong technical credit experience is essential, MountainOne is equally focused on leadership. The ideal candidate will be an experienced commercial banking professional who enjoys coaching analysts, partnering with lenders, improving processes, and exercising sound judgment in balancing risk with business objectives. Success in this role requires someone who can work independently, prioritize effectively, communicate confidently, and foster collaboration across the Commercial Lending and Credit teams.
This is an exceptional opportunity for a collaborative commercial credit leader who enjoys developing people, influencing credit culture, and partnering with lending teams to support responsible growth. The successful candidate will bring a combination of deep commercial credit expertise, sound business judgment, strong leadership skills, and the ability to mentor a growing team while helping shape the future of MountainOne's Commercial Credit function during an exciting period of organizational growth.
For additional information, please contact:
Darcy Flaherty
Consultant, Financial Services
dflaherty@smithandwilkinson.com
Cameron Boyd
Managing Partner, Financial Services Practice
Keep me in mind for something else
Relevant Contacts

Cameron Boyd

Darcy Flaherty
Chief Operating Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 07/16/2026
Mascoma Bank and Androscoggin Bank recently announced their plan to combine their parent companies into a single mutual holding company, ClearNorth Financial, bringing together two strong, mutually owned community banks that share deep roots across Northern New England. The combination reflects a long-term commitment to preserving and strengthening mutual banking in the region while ensuring both institutions can continue to invest, innovate, and serve their communities for generations to come.
The Chief Operating Officer (COO) is a senior executive of ClearNorth Financial responsible for overseeing and coordinating enterprise-wide operations, and organizational effectiveness across the holding company and its member banks. The COO plays a critical role in translating the holding company’s mission—into day-to-day operations and delivery of shared services to the member banks to ensure an excellent internal and external client experience.
Keep me in mind for something else
Relevant Contacts

Chris Kelley
VP, Digital Banking
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/22/2026
Smith & Wilkinson has been retained by Harvard Federal Credit Union (Harvard FCU) to lead the search for a Vice President, Digital Banking. Harvard FCU, a $1.2 billion federally chartered credit union headquartered in Cambridge, Massachusetts, continues to invest in its digital future as it enhances the member experience and expands its digital banking capabilities.
Serving more than 58,000 members, Harvard FCU is committed to delivering innovative financial solutions through a seamless, secure, and member-centric digital experience. Reporting to the Chief Information Officer, the Vice President, Digital Banking will play a key leadership role in shaping and executing the credit union's digital strategy while partnering across the organization to drive innovation and improve the member experience.
The successful candidate will:
- Lead the strategy, roadmap, and evolution of Harvard FCU's digital banking ecosystem.
- Oversee digital platforms, fintech partnerships, and vendor relationships, including enhancements across online and mobile banking.
- Drive digital transformation initiatives that improve the member experience and operational efficiency.
- Partner with Technology, Operations, Marketing, Lending, and other business leaders to successfully implement new digital capabilities.
- Lead and develop a high-performing digital engagement team while fostering innovation and accountability.
This is an exciting opportunity for an experienced digital banking leader to help shape the future of one of New England's premier credit unions while working alongside a collaborative executive leadership team committed to innovation and member service.
To learn more about this opportunity, please contact:
Darcy Flaherty
dflaherty@smithandwilkinson.com
Keep me in mind for something else
Relevant Contacts

Darcy Flaherty
Chief Information Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 07/22/2026
Due to a planned retirement, S&W has been retained by Norway Savings Bank ("NSB") to manage the search and selection process for the bank’s next Chief Information Officer ("CIO").
Established in 1866, Norway Savings Bank is celebrating its 160th anniversary as a respected, $2 billion, state chartered mutual bank with deep roots in the communities it serves. With more than 300 full-time employees and 25 branch locations throughout Maine and New Hampshire, NSB is the eighth largest bank headquartered in Maine. The Bank maintains a strong financial position, with a Tier 1 capital ratio of nearly 14% and a $1.5 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. Through modern digital banking tools, NSB combines the convenience of anytime, anywhere banking with the local decision-making and personalized service that define a true community bank.
Reporting to the Chief Executive Officer, the Chief Information Officer will join a tenured and collaborative executive management team and play a key leadership role in shaping the future of technology for one of Maine’s premier community banking franchises. The CIO will be responsible for developing and executing the Bank’s technology strategy while leading, developing, and motivating a dedicated and experienced IS&T team. Working in close partnership with business leaders across the organization, this executive will drive innovation, improve operational efficiency, and leverage technology, data, and AI to advance the Bank’s strategic priorities. The CIO will provide enterprise-wide leadership for the Bank’s technology infrastructure, business applications, systems integration, and key technology initiatives, while fostering strong vendor partnerships and ensuring a secure, reliable, and well managed technology environment.
We are seeking a talented executive to lead the future of the Bank’s IS&T functions while embracing the collaborative culture, community focus, and employee-first values that have defined Norway Savings Bank as one of Maine’s premier financial institutions for more than 160 years.
Keep me in mind for something else
Relevant Contacts

William Wegener

Cameron Boyd
Senior Vice President, Credit Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/28/2026
Smith & Wilkinson has been retained by Cape & Coast Bank to identify its next Senior Vice President, Credit Officer. Reporting to the Chief Operating & Risk Officer, this individual will serve as the Bank’s senior credit leader, lead and develop a team of Credit Analysts, and contribute actively as a member of the senior leadership team.
Cape & Coast is a $1.7 billion mutual community bank that has served Cape Cod and surrounding communities for more than 100 years. The Bank has nearly doubled in assets over the past decade while investing in its people, technology, infrastructure and local communities, positioning it well for continued growth and long-term independence.
The SVP, Credit Officer will provide strategic oversight of the Bank’s credit culture, enterprise credit risk framework and commercial credit administration function, with broader responsibility for credit quality across the commercial, residential and consumer portfolios. Working closely with their team of analysts and commercial leaders, this individual will evaluate risk, guide the structuring of complex transactions and support sound, consistent credit decisions that balance prudent risk management with the Bank’s growth, customer and community objectives.
This is an outstanding opportunity for a collaborative, solutions-oriented senior credit leader who values the culture, stability and mission of an independent mutual community bank. The successful candidate will be a proven people leader with deep commercial credit administration and portfolio risk management experience, including exposure to CRE and C&I lending, SBA programs, loan participations and complex community bank transactions, and motivated by the opportunity to support local businesses, customers and communities through sound, responsive and relationship-driven credit decisions.
Contact Moriah Callahan, Partner & Director of Recruiting, to learn more about this credit leadership role.
Keep me in mind for something else
Relevant Contacts

Moriah Callahan

Cameron Boyd
Treasurer & Investment Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 08/06/2026
New Hampshire Mutual Bancorp is a $4B mutual holding company that was formed in January 2013 by the alliance of Merrimack County Savings Bank and Meredith Village Savings Bank. This created the first multi- bank mutual holding company in the state of New Hampshire. In 2015, MillRiver Wealth Management joined the holding company, now known as NHTrust Wealth Management and Financial Advisors, and in 2018, Savings Bank of Walpole joined the organization.
Reporting to the Chief Financial Officer, the Corporate Treasurer & Investment Officer will be responsible to oversee Treasury functions across the holding company and its affiliates while driving enterprise-wide liquidity, funding, hedging, and balance sheet management strategies, partnering closely with senior leadership and outside consultants.
Keep me in mind for something else
Relevant Contacts

Chris Kelley

Jake Strong
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 08/04/2026
Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank that has been serving local communities for over 150 years. The Bank has twelve branches that serve central, western, and parts of southern Maine. With total assets just under $845MM, Skowhegan Savings Bank has been committed to taking an active role in making their communities a better place to live and work.
As a member of the Senior Management Team, the Chief Financial Officer provides strategic leadership and oversight of the Bank's financial operations and long-term financial goals. Serving as the principal financial advisor to the President/CEO and Board of Directors, this role directs all aspects of financial management, including investment portfolio oversight, financial planning and analysis, budgeting, asset/liability management, regulatory reporting, and coordination with external auditors. Compensation range includes a base salary between $170,000-$251,000.
Keep me in mind for something else
Relevant Contacts

Chris Kelley
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 08/03/2026
Smith & Wilkinson has been retained by Profile Bank to lead the search for its next President & CEO. Founded in 1907, Profile Bank is a mutual community bank with approximately $311 million in assets and five offices across southeastern New Hampshire. The Bank combines personalized service, local decision-making, and a people-first culture with a commitment to gathering deposits locally and reinvesting those funds through loans that support individuals, families, businesses, and communities throughout its market.
Reporting to and serving on the Board of Directors, the President & CEO will provide overall leadership and strategic direction for Profile Bank. In partnership with the Board and senior leadership team, the CEO will update and execute the Bank’s strategic plan, focus the organization on improved profitability, operating efficiency, modernization, and responsible growth, and ensure the Bank remains safe and sound. This leader will develop and empower the management team, strengthen accountability and succession planning, represent Profile Bank effectively with key stakeholders, and reinforce its people-first, relationship-focused culture and commitment to exceptional service and local decision-making.
The ideal candidate will be a well-rounded community banking executive who is approachable, collaborative, and growth-minded. This individual should bring broad banking knowledge and the judgment to establish direction, empower leaders, strengthen accountability, and preserve the relationship-focused culture that distinguishes Profile Bank.
Contact Moriah Callahan, Partner & Director of Recruiting, or Cameron Boyd, Managing Partner, to learn more about this executive role.
Keep me in mind for something else
Relevant Contacts

Moriah Callahan

Cameron Boyd
Current Opportunities
SVP, Director of Specialty Banking
Posted:
S&W has been retained by Northeast Bank to manage the search for the bank’s first SVP, Director of Specialty Banking. Northeast...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Chief Human Resources Officer
Posted:
In advance of an upcoming planned retirement, S&W has been retained by Salem Five to partner in the search and selection process for...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
SVP, Retail Banking Officer
Posted:
Smith & Wilkinson has been retained by MountainOne/Mechanics Cooperative to lead the search for their SVP, Retail Banking Officer....
- Practice Area:
- Financial Services
- Region:
- Massachusetts
President & CEO
Posted:
Founded in 1963 as The Maine Credit Union League Insurance Trust, CU Insurance Solutions is a credit union owned insurance agency serving...
- Practice Area:
- Financial Services
- Region:
- Maine
Chief Information Officer
Posted:
Smith & Wilkinson has been retained by Quincy Credit Union to lead the search for the organization’s first Chief Information...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
SVP, Chief Human Resources Officer
Posted:
S&W has been retained by BankNewport to lead the search for its next Chief Human Resources Officer, a highly visible leadership role at...
- Practice Area:
- Financial Services
- Region:
- Rhode Island
Chief Lending Officer
Posted:
Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle”) to manage the search for...
- Practice Area:
- Financial Services
- Region:
- Connecticut
SVP, Chief Credit Officer
Posted:
Headquartered in Davis Square in Somerville, Massachusetts, Middlesex Federal is an approximately $640MM mutual bank serving consumer and...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Chief Ag Lending Officer
Posted:
Smith & Wilkinson has been retained by Walden Mutual Bank to manage the search for the organization’s first Chief Ag Lending...
- Practice Area:
- Financial Services
- Region:
- New Hampshire
VP, Human Resources Manager
Posted:
S&W has been retained by Norway Savings Bank to manage the search and selection process for the Bank’s next VP, Human Resources...
- Practice Area:
- Financial Services
- Region:
- Maine
VP Digital Solutions
Posted:
On March 1, 2022, NEFCU and Vermont State Employees Credit Union announced their plan to merge and form EastRise Credit Union. The combined...
- Practice Area:
- Financial Services
- Region:
- Vermont
Chief Operating Officer
Posted:
Founded in 1907, Claremont Savings Bank is a $620MM state chartered mutual savings bank, headquartered in Claremont, New Hampshire. The...
- Practice Area:
- Financial Services
- Region:
- New Hampshire
VP, Commercial Credit Administration Manager
Posted:
MountainOne is a mutual financial institution with more than $1 billion in assets, serving individuals, businesses, and communities...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Chief Operating Officer
Posted:
Mascoma Bank and Androscoggin Bank recently announced their plan to combine their parent companies into a single mutual holding company,...
- Practice Area:
- Financial Services
- Region:
- New Hampshire
VP, Digital Banking
Posted:
Smith & Wilkinson has been retained by Harvard Federal Credit Union (Harvard FCU) to lead the search for a Vice President, Digital...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Chief Information Officer
Posted:
Due to a planned retirement, S&W has been retained by Norway Savings Bank (“NSB”) to manage the search and selection...
- Practice Area:
- Financial Services
- Region:
- Maine
Senior Vice President, Credit Officer
Posted:
Smith & Wilkinson has been retained by Cape & Coast Bank to identify its next Senior Vice President, Credit Officer. Reporting to...
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Treasurer & Investment Officer
Posted:
New Hampshire Mutual Bancorp is a $4B mutual holding company that was formed in January 2013 by the alliance of Merrimack County Savings...
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Chief Financial Officer
Posted:
Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank that has been serving local communities for over 150...
- Practice Area:
- Financial Services
- Region:
- Maine
President & CEO
Posted:
Smith & Wilkinson has been retained by Profile Bank to lead the search for its next President & CEO. Founded in 1907, Profile Bank...
- Practice Area:
- Financial Services
- Region:
- New Hampshire