Founded in 1800, Washington Trust has a rich and unique history as the oldest community bank in the U.S., the largest state-chartered bank headquartered in the Rhode Island, and one of the regions the premier financial institutions. The Bank has approximately $6.9B in total assets, manages $7.1B in wealth assets under administration, has $5.1B in deposits, and a $5.1B in loan portfolio. Washington Trust serves customers across established business lines in commercial and mortgage lending and wealth management, creating diverse income sources, and operates 28 retail locations in Rhode Island, Connecticut, and Massachusetts. The bank is publicly traded (NASDAQ - WASH) and in outstanding financial condition. For the most recent reporting period, the bank had a return on equity (ROE) of 8.99%, return on assets of 0.60%, outstanding asset quality metrics, and is well capitalized.

The Director of Cash Management and Treasury Services will manage the various cash management needs and functions of Washington Trust’s commercial (C&I, Business Banking and CRE), and municipal clients. Most importantly this individual will provide leadership, mentorship, and direction to the Bank’s successful cash management team to drive the Bank’s deposit gathering and fee income objectives. The successful candidate will have experience developing key metrics and sales strategies to ensure the team delivers on the goals of the organization, as well as driving growth and retention of client relationships. To learn more and for a confidential conversation, please reach out to Moriah Maron, Director of Recruiting, (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, (cboyd@smithandwilkinson.com).

Smith & Wilkinson is proud to partner with Municipal Credit Union (MCU) in the search for their next Director, Quality Control & Quality Assurance. This key strategic role, reporting to the Chief Risk Officer, is dedicated to ensuring operational excellence and regulatory compliance within the Risk Management team.

For over a century, MCU has served more than 600,000 members, delivering financial products and services with excellence and integrity. The Director, QC & QA will play a critical role in safeguarding MCU’s operational integrity by developing and overseeing comprehensive quality assurance and control frameworks. This leader will drive compliance, mitigate risk, and enhance efficiency across multiple business units - fostering a culture of continuous improvement.

This opportunity is ideal for a seasoned QA/QC professional with 7+ years of experience in financial services (preferably in credit unions or banking), a strong grasp of regulatory compliance, and a proven ability to lead quality assurance programs in high-volume environments.

Due to the planned retirement of its Chair of the Board, President & CEO, Lisa Oliver, S&W has been retained by The Cooperative Bank of Cape Cod (“TCBCC”) to manage the search and selection process for the Bank’s next President & CEO. TCBCC is a $1.6 billion mutual community bank, founded in 1921 and headquartered in Hyannis, Massachusetts.

The Bank seeks a dynamic and strategic leader to drive financial growth, operational excellence, and technological innovation - while preserving the Bank’s independence and strong community focus. The next CEO must possess the expertise to strengthen TCBCC's competitive edge, improve financial performance, and enhance customer and employee engagement - while ensuring that the Bank remains the best financial partner for Cape Cod businesses and residents.

For more information about this unique community bank leadership role, please contact a member of the S&W Search Team: Moriah Maron, Partner & Director of Recruiting, Financial Services (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

S&W has been retained by Washington Trust to manage the search and selection process for the bank's Chief Commercial Banking Officer.

Washington Trust has a rich and unique history dating back to the Bank’s founding in1800. Headquartered in Westerly, Rhode Island, Washington Trust is the oldest community bank in the U.S., the largest state-chartered bank headquartered in the Rhode Island, and one of the regions the premier financial institutions. The Bank has approximately $6.9B in total assets, manages $7.1B in wealth assets under administration, has $5.1B in deposits, and a $5.1B in loan portfolio. Washington Trust serves customers across established business lines in commercial and mortgage lending and wealth management, creating diverse income sources, and operates 28 retail locations in Rhode Island, Connecticut, and Massachusetts. The bank is publicly traded (NASDAQ - WASH) and in outstanding financial condition. Based on the Bank’s most recently published investor relations information, the Bank had a return on equity (ROE) of 8.99%, return on assets of 0.60%, outstanding asset quality metrics, and is well capitalized.

Reporting directly to the bank's Chairman and CEO, the Chief Commercial Banking Officer will serve as a key division executive and member of executive leadership, responsible for the overall success of this critical business unit. We are seeking highly accomplished commercial banking executives for this visible public company leadership role. For additional information, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Carll Wilkinson, President & CEO (cwilkinson@smithandwilkinson.com).

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

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

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

I’m excited to share that Smith & Wilkinson has been retained by Empeople Credit Union ($2.25B) to lead the search for their next Maine Market President, a key leadership role focused on driving market growth and deepening community relationships across the state.

Empeople Credit Union has a rich 90-year history of empowering its members on their financial journeys. Originally founded as Deere Employees Credit Union and later merging with Infinity Credit Union, their mission remains rooted in supporting its members through personalized financial services. As a member-owned institution, Empeople is committed to fostering growth, creating financial freedom, and building a trusted community. Their vision is centered on continuous improvement and providing thoughtful guidance to help members reach their lifelong goals.

This is a fantastic opportunity for a strategic, growth-oriented leader to shape the credit union’s presence in Maine. The ideal candidate will be responsible for expanding market share through business and community development, enhancing the member experience across all delivery channels, and leading branch operations with a strong focus on sales and service excellence. Additionally, they will drive loan and deposit growth, strengthen financial wellness initiatives, and build key relationships with businesses, community partners, and centers of influence.

We’re looking for a proven financial services leader with a track record of market expansion, community engagement, team leadership, and relationship-driven growth.

If you or someone in your network would be a great fit, please reach out to Nathan Townsend or Darcy Flaherty. 

Smith & Wilkinson has been retained by Harvard Federal Credit Union (Harvard FCU) to lead the search for its first-ever Chief Information Officer (CIO). Harvard FCU, a $1.2B federally chartered credit union headquartered in Cambridge, MA, is embarking on this transformative leadership journey to drive innovation and growth.

With a membership of over 56,000 members and a rich history of serving Harvard University affiliates, Harvard FCU has grown to serve the broader Greater Boston area and is expanding into underserved regions. This credit union is committed to providing exceptional financial solutions, personalized service, and cutting-edge technology to meet the evolving needs of its diverse membership.

As the inaugural CIO at Harvard FCU, the successful candidate will play a pivotal leadership role by:

- Defining and driving the organization's technology vision and strategy

- Leading digital transformation initiatives across the organization

- Overseeing the operations of IT, Digital Banking, Data Analytics, Card Services, and Business Applications

- Collaborating with a dynamic executive team to advancing Harvard FCU's mission of delivering outstanding member experiences

This key leadership role demands a strategic thinker and seasoned technology executive capable of leading a large, diverse team while advancing the credit union’s mission of delivering outstanding member experiences.

To learn more contact Darcy Flaherty or Cameron Boyd for details on this exciting opportunity to join a forward-thinking and collaborative team.

Darcy Flaherty

dflaherty@smithandwilkinson.com

Cameron Boyd

cboyd@smithandwilkinson.com

Under the direction of the Chief Lending Officer, the VP, Senior Commercial Lender is responsible for prospecting and servicing a variety of commercial loans. The selected individual will interview applicants, obtain and review required financial information, build a highly visible reputation as a commercial loan expert, that will result in the generation of quality commercial loans that meet the criteria of Pathfinder Bank’s loan policies. Our client is seeking a seasoned Commercial Lender with a focus on Commercial and Industrial (C&I) lending to join a dynamic founding team. As a key player in the mission of Pathfinder Bank, this individual will contribute to building strong relationships, supporting small and medium sized businesses, and driving the success of entrepreneurs in the communities they serve. The position of VP, Senior Commercial Lender will also assist in attaining established Bank, region, and branch goals, and is expected to provide leadership, training and support to less experienced loan officers and other staff members.

Smith and Wilkinson is currently retained on a search for a Director, Internal Audit for Municipal Credit Union. This is a highly visible role reporting directly to the Supervisory Committee and administratively to the General Counsel, and will oversee both a small internal team as well as manage an important outside vendor relationship. The incumbent will be responsible for developing, executing upon and also continuingly improving a proven risk-based internal audit plan for the credit union. This person should be capable of both designing a process and the strategy component of that and being “hands on” and performing ad-hoc audit work as needed by the institution.

Smith & Wilkinson has been retained by $13B OceanFirst Bank, a publicly traded and forward-thinking $13B institution, to lead the search and selection process for their Chief Information Security Officer (CISO). The CISO will have the opportunity to shape the bank’s security posture, drive transformation, and contribute to the growth of this innovative organization.

Headquartered in Toms River, New Jersey, OceanFirst Bank has been a trusted financial partner for over 120 years, offering personalized banking solutions and exceptional service to businesses and individuals across the Mid-Atlantic region. Known for its community involvement, customer-centric approach, and commitment to innovation, OceanFirst Bank stands out in the banking industry. The bank's success is built on a foundation of trust, and its strategy for growth and expansion reflects its ability to stay ahead of industry trends.

This critical leadership role will be responsible for creating, implementing, and maintaining a comprehensive information security program that ensures the integrity, confidentiality, and availability of all critical data. The ideal candidate will be a strong leader, focused on fostering a culture of security awareness across the organization, setting strategic priorities, and driving innovation to protect the bank and its customers.

For more information or to arrange a confidential conversation, please contact:

Cameron Boyd, Managing Partner, Financial Services at cboyd@smithandwilkinson.com

Darcy Flaherty, Senior Associate, Financial Services at dflaherty@smithandwilkinson.com

Smith & Wilkinson has been retained by HRCU to manage the search and selection for the Credit Union’s first Chief Retail Officer.

Founded in 1962, HRCU is a state-chartered and federally insured credit union with approximately $450 million in assets. Headquartered in Rochester, New Hampshire, HRCU was originally established to serve the French-Canadian members of the Holy Rosary Parish, operating for much of its history under the name Holy Rosary Credit Union. Over time, HRCU expanded its charter to become a community credit union, broadening its field of membership to include residents, family members and businesses in New Hampshire and York County, Maine.

Today, HRCU serves approximately 24,000 members, offering a full suite of consumer and small business products and services through a traditional branch network as well as online and mobile platforms. With the recent addition of its newest branch in Greenland, New Hampshire, HRCU now operates five retail locations. Backed by consistently strong earnings, the credit union is well-positioned for continued growth. As a mission driven community financial institution, HRCU remains dedicated to continually improving its technology and service offerings to better serve its members, while staying true to its founding principle of “Neighbors helping Neighbors."

Reporting to the Credit Union’s President & CEO and serving as a key member of the Executive Management Team, the Chief Retail Officer (CRO) will be responsible for overseeing all aspects of Retail Banking, including Digital Banking and the ITM/ATM Network, Business Services, Member Support, and Wealth Management. The CRO will drive the development and execution of both short- and long-term strategic plans and goals in alignment with the mission and culture of this member focused organization.

We are seeking an exceptional, service-minded executive with demonstrated expertise in retail banking, leadership, coaching and strategic planning. Contact William Wegener or Cameron Boyd to learn more!

Granite Edvance (formerly the New Hampshire Higher Education Assistance Foundation, or the NHHEAF Network) has been helping New Hampshire families plan and pay for higher education for over 60 years. They are a capable and trusted provider of student loan products. As a leading non-profit organization, Granite Edvance provides students, families, and schools with expertise and support on all parts of college and career planning. They are laser-focused on one thing – helping the students and families of New Hampshire.

Provide strategic leadership and oversight of the organization’s marketing campaigns in support of the mission, with a particular focus on Granite Edvance’s lending programs. Build and oversee all aspects of a marketing analytics framework, providing reporting, analysis, and other findings as requested in support of evaluating the effectiveness of both the Communications Team and organizational goals and objectives. Collaborate across business units to align marketing efforts with strategic initiatives and organizational goals. Utilize key technologies and best practices to support and lead critical functions and projects of the Communications team.

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

About the company:

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

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

About the Role:

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

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

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

Key Responsibilities

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

Qualifications

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

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

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

Due to continued growth and an increase in enterprise-level initiatives, Smith & Wilkinson has been retained by Launch Credit Union to manage the search for their next Senior Project Manager.

About Launch Credit Union:
Headquartered in Florida’s Space Coast with $1.4 billion in assets, Launch Credit Union serves members through nine branch locations across Brevard and Volusia counties. Since 1963, Launch has been committed to helping individuals and businesses achieve their financial goals. Whether through robust digital banking solutions or personalized, in-branch service, Launch empowers members to “Go Beyond” and thrive financially.

About the Role:
The Senior Project Manager is a critical, specialized role reporting to the VP of the Project Management Office. This individual will lead high-impact, cross-functional programs and projects, ensuring alignment with organizational goals and delivering results on time and within scope and budget. Success in this role requires technical expertise, excellent communication skills, and a strong grasp of project management methodologies. The ideal candidate is highly collaborative, detail-oriented, and passionate about driving organizational progress in a fast-paced, regulated environment.

If you or someone in your network might be interested in this opportunity, please reach out to Nathan Townsend for more information.

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

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

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

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

Salal Credit Union provides a comprehensive benefits package, including:

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

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

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

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

Smith & Wilkinson is thrilled to partner with Service Credit Union to identify the Credit Union’s next AVP, Enterprise Projects. The AVP, Enterprise Projects will play a critical role in shaping and executing enterprise-wide initiatives that drive innovation, efficiency, and strategic value for the organization and its membership. Reporting to senior leadership, the AVP will oversee the Project Management Office (PMO) and Business Analysis functions - leading a team of 12, including two direct reports- to manage the full lifecycle of enterprise and department-level projects.

With $5.8 billion in assets, more than 50 locations across New Hampshire, North Dakota, Massachusetts, and Germany, Service Credit Union is dedicated to fostering a culture of innovation and continuous improvement to better serve its current 350,000 members and future members. Recent strategic investments in technology and automation have enhanced the Credit Union’s ability to fulfill its mission: to improve members' financial well-being, support the communities it serves, and create lasting value and relationships.

We are seeking candidates with a strong track record of people leadership and business transformation, and the ability to translate complex ideas into actionable projects and measurable impact. This role requires a strategic mindset, operational rigor, and a deep commitment to fostering a culture of innovation and partnership.

For a confidential conversation and to learn more, contact Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com) or Julia Crouter, Senior Associate (jcrouter@smithandwilkinson.com).

Smith & Wilkinson is honored to be partnering with Webster Five to manage the search for the institution's next CFO & Treasurer.

Webster Five is a leading community bank committed to providing a seamless and convenient banking experience to customers across Massachusetts and Northeast Connecticut. Operating 7 branches in Central Massachusetts, Webster Five is an independent bank with a mutual capital structure, meaning no shareholders, and a mandate is to operate for the benefit of its customers. The Bank's primary business is driving deposit growth through new and existing customer relationships and using these funds to make loans to businesses and consumers. Webster Five has total assets of $1.3B and growing rapidly, with capital strength and earnings performance significantly superior to peers.

Webster Five is seeking a talented and strategic CFO to lead the Bank’s financial strategy. This opportunity comes as the CFO has transitioned to President/Elect, preparing to step into the President/CEO role upon retirement on July 1. It's a great chance to join a team that values growth and leadership development.

The CFO serves as a key member of the Leadership team, providing strategic input and financial insight to the CEO, Leadership team, and Board, and contributing to and championing bank-wide strategy. The CFO will play a key role in shaping the overall vision and strategy of the Bank, with direct oversight of all finance and accounting, including developing financial strategies, internal and external reporting of results, and the ongoing development and monitoring of control systems designed to preserve the Bank’s assets and report accurate financial results. The CFO will serve as the Chair of the Bank’s Asset/Liability Committee, and be a member on Budget, Compliance, CRA, ERM and IT Steering Committees. The CFO must possess an impeccable professional reputation, sound judgment, true character, and the highest level of integrity.

For more information and a confidential conversation, please contact Carll Wilkinson, President & CEO, (cwilkinson@smithandwilkinson.com) or Julia Crouter, Senior Associate (jcrouter@smithandwilkinson.com).

Smith & Wilkinson has been retained by OneLocal Bank, a well-capitalized and highly profitable $965MM mutual bank headquartered in Eastern Massachusetts, to lead the search for the bank’s Senior Vice President, Director of Operations.

Formed in 2022 through the merger of Norwood Bank and Foxboro Federal Savings, OneLocal is a growing, independent community bank dedicated to helping families, businesses, and communities thrive. With four full-service retail locations, a robust digital banking platform, and a personalized approach to service, OneLocal has remained committed to mutuality while performing at the top of its peer group, with capital levels near 14%.

Reporting directly to the Chief Operating Officer, the SVP, Director of Operations will serve as a key member of the bank’s senior leadership team and play a critical role in shaping the future of its operational infrastructure. This individual will be responsible for the strategic and day-to-day oversight of the Deposit Servicing Division, Contact Center, and Consumer and Business Online and Mobile Banking. Additionally, they will act as the bank’s primary liaison and relationship manager with the core provider, overseeing all core banking operations and leading future core evaluations and vendor management efforts.

This is a hands-on leadership opportunity for someone who thrives in a dynamic, growing, and collaborative environment. The ideal candidate will bring a strategic mindset, operational depth, strong leadership skills, and experience managing in a highly regulated banking environment. This is a unique opportunity to join a financially sound, mission-driven institution and make a lasting impact.

For additional information, please contact a member of the S&W search team: Darcy Flaherty, Consultant, Financial Services (dflaherty@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

Smith & Wilkinson has been retained by Municipal Credit Union (MCU) to manage the search for their newly created role, Vice President of Strategic Insights. For over 100 years, MCU has proudly served more than 600,000 members, delivering affordable financial products and services while honoring the credit union promise of “people helping people.”

Reporting directly to the Chief Strategy Officer, the VP of Strategic Insights will lead MCU’s data strategy, focusing on delivering actionable insights that drive decision-making and organizational growth. This role will play a key part in growing membership, increasing loan volume, and strengthening member relationships by leveraging data analytics and cross-functional collaboration.

For additional information, please contact Nathan Townsend.