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.
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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).
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Julia Crouter

Cameron Boyd
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.
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Moriah Callahan

Carll Wilkinson
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.
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Chris Kelley
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.
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Moriah Callahan

Cameron Boyd
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.
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Moriah Callahan

Cameron Boyd
Chief Information Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/25/2026
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
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Cameron Boyd

Darcy Flaherty
SVP, Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Washington
Posted: 08/07/2026
Due to an upcoming, planned retirement, Smith & Wilkinson has been retained by Salal Credit Union to manage the search and selection process for the Credit Union’s next Chief Financial Officer.
Headquartered in Seattle, Washington, Salal Credit Union is a $1.2 billion, member-owned financial institution serving more than 60,000 members nationwide. Founded in 1948, Salal has built a reputation as a bold, mission driven organization committed to financial empowerment, innovation, and community impact. Known for its focus on unique and underserved markets, including home improvement, healthcare, and cannabis banking, Salal offers a full range of personal and business banking services. With a strategic plan centered on sustainable growth, digital innovation, and organizational excellence, Salal is positioned to continue serving its member base while remaining proudly independent. The credit union is deeply committed to fostering an inclusive culture and eliminating barriers to financial well-being for all its members.
The Chief Financial Officer (CFO) serves as a strategic partner to the CEO and Senior Governance Team, responsible not only for the financial stewardship of the organization but for actively shaping and driving enterprise strategy, profitability, and performance. This role goes beyond traditional financial oversight. The CFO plays a central role in translating Salal’s strategic priorities—including increasing core deposits, improving net interest margin (NIM), identifying profitable strategies, and driving efficiency and effectiveness—into actionable financial and operational plans. The CFO ensures financial insights are not only accurate, but actively used to inform decisions, influence behavior, and improve outcomes across all business lines. This leader operates as both a financial architect and performance driver in a complex, evolving credit union model.
Salal Credit Union offers a total rewards package including:
- Competitive base salary in the range of $250k - $300k.
- Comprehensive benefits package, including medical, dental, and vision insurance.
- Paid time off package that includes vacation, sick, floating holidays and paid holidays.
- Deferred compensation retirement plans including 457(b) and 457(f).
- More information about employment benefits can be found at: https://link.edgepilot.com/x/eW-lPsbdg6g8ChC7bJXKsjQ?u=https://www.salalcu.org/careers
For a confidential conversation, please contact Julia Crouter, Consultant, or Carll Wilkinson, President & CEO.
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Julia Crouter

Carll Wilkinson
Commercial Banking Market Leader
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/11/2026
Smith & Wilkinson has been retained by Cape & Coast Bank to identify its next Commercial Banking Market Leader. This individual will serve as a market-facing sales and relationship leader, leading and developing the Commercial Relationship Manager team while driving disciplined business development, pipeline management and commercial growth.
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 Commercial Banking Market Leader will operate as a player-coach, working alongside relationship managers on prospecting, client relationships, deal strategy and credit structuring while holding the team accountable for production and growth goals. The ideal candidate will bring broad commercial lending experience across CRE, C&I, SBA and loan participations, strong credit judgment, and a demonstrated ability to coach and develop bankers with varying levels of experience.
This is an outstanding opportunity for a hands-on commercial banking leader who values the culture and mission of an independent mutual bank and is motivated to grow Cape & Coast’s commercial division through strong relationships, responsive service and creative, responsible deal structuring.
Contact Jake Strong, Associate, or Moriah Callahan, Partner & Director of Recruiting, to learn more.
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Moriah Callahan

Jake Strong
Vice President of Loan Servicing and Collections
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 08/18/2026
Smith & Wilkinson is pleased to partner with Finex Credit Union in the search for its Vice President of Loan Servicing & Collections.
This is a high-impact opportunity to join a growing, $134MM Connecticut credit union serving more than 16,000 members. Following its 2023 merger with First Connecticut Credit Union, Finex has expanded its membership and statewide presence and is focused on building the leadership team and operational infrastructure needed to support its next stage of growth.
Reporting directly to the President & CEO, the Vice President will lead Finex's loan servicing and collections functions, with responsibility for its consumer loan portfolio. The VP will oversee consumer loan servicing, delinquency management, recoveries, post-closing quality control, vendor oversight, regulatory compliance, and the development of effective policies and procedures. The VP will lead and develop the collections team while helping build out the loan servicing function and creating a consistent, accountable approach across both areas.
This is a hands-on leadership role with significant visibility across the organization. The successful candidate will have the opportunity to assess current practices, strengthen processes and controls, develop the team, and serve as Finex's internal authority on loan servicing and collections. As the organization continues to evolve, there is also potential for the position to take on broader operational responsibilities.
The ideal candidate will bring experience in credit union or community bank loan servicing and collections, a strong understanding of consumer lending and regulatory requirements, and the ability to balance technical expertise with practical, hands-on leadership.
The position may be based in either East Hartford or Wallingford, Connecticut, with a hybrid schedule.
This is an excellent opportunity for an ambitious banking or credit union professional to step into a highly visible leadership position, build and improve critical functions, and play a meaningful role in the continued growth of Finex Credit Union. Contact Darcy Flaherty, Consultant, Financial Services, to learn more about this unique opportunity.
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Cameron Boyd

Darcy Flaherty
Branch Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/26/2026
Smith & Wilkinson has partnered with Bristol County Savings Bank in seeking an experienced and highly connected banking professional to serve as Branch Manager for the planned opening of the Bank’s newest location in Seekonk, Massachusetts.
Founded in 1846 and headquartered in Taunton, Massachusetts, Bristol County Savings Bank (BCSB) is a 180-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, providing financial stability to its customers and the communities it serves through good times and bad.
BCSB is now making a significant investment in its continued growth with the opening of a new branch in Seekonk, Massachusetts. Located along the highly visible Route 6 corridor, the Seekonk branch represents much more than another location for the Bank. It is one of BCSB’s most significant retail investments in years and is being designed as a model for the future of the Bank’s retail experience and an important part of establishing BCSB as a meaningful financial partner within the Seekonk community.
We are seeking an experienced, highly connected, and entrepreneurial banking professional to serve as Branch Manager and lead the successful opening, growth, and development of this new flagship location.
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William Wegener

Cameron Boyd
Chief Information Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 08/31/2026
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.
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William Wegener

Cameron Boyd
Commercial Lending Team Leader
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/28/2026
Headquartered in Marlborough, Massachusetts, Main Street Bank is a $1.6B, mutually chartered community bank that serves both consumer and commercial customers in central and eastern Massachusetts and southern New Hampshire by providing a full range of innovative products and services. The bank has six retail offices, a Commercial Banking Center in Boston, and an Operations Center in Marlborough.
With a Total Risk-Based Capital Ratio of 17.52% (reported as of 3/31/2026), Main Street Bank is well positioned to continue to help the communities they serve to thrive.
Reporting to the EVP, Chief Lending Officer, the SVP, Commercial Lending Team Leader provides leadership and management to a team of Commercial Loan Officers and Portfolio Managers. The Team Leader is responsible for guiding the team to achieving the desired commercial loan origination goals, deposit growth objectives and other loan referral goals as defined in the Bank’s Business Plan, as well as handling the most complex credits and financially sophisticated borrowers in pursuit of the same.
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Chris Kelley
VP Multifamily Finance
Financial Services
- Practice Area:
- Financial Services
- Region:
- Vermont
Posted: 08/27/2026
Vermont Housing Finance Agency (VHFA) was established in 1974 to finance and promote affordable, safe and decent housing opportunities for low- and moderate-income Vermonters. Each U.S. state has a housing finance agency.
Since its inception, Vermont HFA has helped 31,000 primarily first-time home buyers and their families purchase homes. VHFA provides financing, development and management support, subsidy administration, and tax credits for approximately 9,600 affordable apartments statewide. VHFA operates with an average staff size of 42 and receives no general appropriation of state funds. Its loan programs are funded primarily through the issuance of tax-exempt bonds. VHFA operates on the net funds generated from fees and interest income that amounts to the difference between its cost of funds and the interest rate charged on its investment in loans. Bonds issued by VHFA are secured by the cash flows of the underlying loans made by the Agency and are not obligations of the State of Vermont.
The Vice President of Multifamily Finance provides strategic leadership and oversight of VHFA's multifamily housing development financing activities, including underwriting, project structuring, tax credit allocation, construction and permanent lending, and portfolio preservation initiatives. The position is responsible for managing a high-performing project finance team and ensuring the effective deployment of Agency financial resources in support of Vermont's affordable housing development goals.
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Chris Kelley
VP Data Analytics
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 09/09/2026
Smith & Wilkinson is proud to be partnering with Bristol County Savings Bank ("BCSB") to manage the search and selection process for the Bank’s newly created leadership position: Vice President of Data Analytics.
Founded in 1846 and headquartered in Taunton, Massachusetts, BCSB is a longstanding 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, providing financial stability to its customers and communities through good times and bad.
Reporting to the Chief Information Officer, this newly created leadership role will be responsible for advancing BCSB’s enterprise data analytics capabilities, helping the Bank more effectively leverage data to support business growth, customer intelligence, operational efficiency, and decision making. The ideal candidate will be a hands-on analytics leader with strong technical capabilities, business acumen, and experience translating data into meaningful business insights.
We are seeking a talented working leader who enjoys both developing strategy and executing to meaningfully shape the future of data and analytics at a strong, growing, community focused institution.
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William Wegener

Cameron Boyd
SVP, Human Resources Director
Financial Services
- Practice Area:
- Financial Services
- Region:
- Pennsylvania
Posted: 09/09/2026
Due to a planned retirement, Smith & Wilkinson has been retained by QNB Bank (“QNB”) to identify its next Senior Vice President, Human Resources Director.
Established in 1877 and headquartered in Quakertown, Pennsylvania, QNB is a growing $2.4 billion community bank serving Bucks, Lehigh, Montgomery counties and surrounding markets. QNB offers a full suite of business and consumer banking products and services through 14 retail locations and digital channels, as well as investment solutions and title insurance. QNB is entering an important new chapter following its combination with Victory Bank and a planned leadership transition. As QNB looks ahead, the Bank is focused on preserving its people-first, relationship-oriented culture while continuing to invest in its 230+ employees, strengthen leadership capabilities, and evolve the organization to support long-term growth.
Reporting to QNB’s President, the SVP, Human Resources Director will lead QNB’s Human Resources function and serve as a strategic partner to executive leadership and the Board. The role will have broad responsibility across talent management, change management, leadership development, workforce planning, compensation and benefits, employee relations, and HR operations.
We are seeking a strategic, approachable and culture-focused HR leader with broad HR experience, strong change leadership capabilities, and the ability to bring an outside perspective while preserving and strengthening QNB’s people-first, relationship-oriented culture. Experience with talent and leadership development, succession planning, compensation strategy, and supporting organizational growth will be particularly valuable. Banking or financial services experience is helpful but not required; experience in a highly regulated industry is essential.
For additional information or to arrange a confidential conversation, please contact Moriah Callahan (mcallahan@smithandwilkinson.com) or Cameron Boyd (cboyd@smithandwilkinson.com).
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Moriah Callahan

Cameron Boyd
Enterprise Risk Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Rhode Island
Posted: 09/11/2026
S&W has been retained by BankNewport to lead the search for its next Enterprise Risk Manager, a highly visible 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. 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 Enterprise Risk Manager will report directly to the EVP, Chief Legal and Compliance Officer and will lead the continued development and day-to-day operation of the Bank’s enterprise risk management program. This individual will partner with leaders across the organization to enhance BankNewport’s risk appetite framework, key risk indicators, risk registers, process and control mapping, issue management, policy-exception governance, and executive and Board reporting. The role offers a hands-on risk professional the opportunity to take broad ownership of a growing ERM function while helping BankNewport strengthen and scale its risk-management infrastructure 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.
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Cameron Boyd

Jake Strong
VP – Treasury Management Business Development Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 09/11/2026
S&W has been retained by $781MM DR Bank to manage the search for a VP, Treasury Management Business Development Officer.
Originally founded over two decades ago as Darien Rowayton Bank, the team at DR Bank has grown from its community roots to establishing a national presence. Led by entrepreneurs, the Bank designed, built, and sold a national digital lending Fintech to KeyBank in 2019, and has subsequently developed an industry leading commercial banking practice and emerged as a premier fintech sponsor bank.
As part of a strategic shift separating Retail from Business Banking, DR Bank has elevated Treasury Management as a standalone growth engine. The bank has invested in a comprehensive treasury platform that includes ACH, Positive Pay, Remote Deposit Capture, Zelle, and its ZEscrow digital escrow solution supporting attorney trust accounts, landlord and tenant relationships, 1031 exchanges, and other specialized sub-accounting needs. DR Bank maintains active partnerships with the Connecticut Bar Association and other legal organizations as it continues to expand its presence in both Connecticut and New York.
The VP, Treasury Management Business Development Officer will be responsible for driving new deposit relationships and expanding treasury management revenue across Fairfield County, Westchester, and New York City. The position will partner closely with commercial lenders and relationship managers to deepen existing relationships while generating new business independently. The successful candidate will be a visible, market-connected producer with demonstrated experience gathering deposits and building commercial relationships within the region.
For a confidential conversation, please contact Darcy Flaherty, Consultant, Financial Services.
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Darcy Flaherty
Treasury & Government Banking Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 09/16/2026
Androscoggin Bank is a $1.8 billion community bank and Certified B Corporation™ with 10 branches across the state of Maine. Androscoggin Bank was founded in 1870 and has been independent for more than 150 years, with a mission to enrich the lives of its clients, colleagues, and local communities through trusted relationships. For over 150 years, Androscoggin Bank has focused on empowering Maine’s consumers, small businesses, and municipalities to improve their financial lives and fuel economic growth across the state. Androscoggin Bank has made a strong commitment to using business as a force for good—through innovation, philanthropy, and community partnerships—as one of the few Certified B Corp™ banks in the United States.
This position is responsible for obtaining and retaining Treasury Management and Government Banking clients at the Bank. The Treasury Management Officer is responsible for providing cash flow solutions to clients and prospects, while maintaining and growing a client portfolio.
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Chris Kelley

Jake Strong
Accounting Manager
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 09/17/2026
S&W has been retained by StonehamBank to manage the search for the Bank’s next Accounting Manager. StonehamBank is a forward-looking, growing financial institution with $900 million in assets. Serving eastern Massachusetts for more than 135 years, the Bank is committed to fulfilling the needs of its community by delivering comprehensive financial services, innovative technology, and community support while maintaining financial stability and soundness. StonehamBank welcomes its customers, team members, and community to “Expect More. Get More. Do More.”
Reporting to the Chief Financial Officer, the Accounting Manager is responsible for the integrity of the Bank’s accounting operations, systems, financial analysis, and financial statement preparation, as well as the management and development of the accounting team. The Accounting Manager oversees all daily, monthly, and annual accounting activities including the general ledger, month end close and reporting, financial reporting, and annual audited financial statements. We are seeking a talented and hands-on accounting leader with experience developing finance teams.
To learn more or for a confidential conversation, please contact Julia Crouter, Consultant, Financial Services Practice.
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Julia Crouter

Cameron Boyd
VP, Residential Loan Operations
Financial Services
- Practice Area:
- Financial Services
Posted: 09/30/2026
Smith & Wilkinson is proud to be partnering with Arise Financial to manage the search and selection process for the organization’s next Vice President of Residential Loan Operations.
Arise Financial, formerly Rockland Federal Credit Union, is a federally chartered, member-owned credit union with a history dating back to 1922. With over $3.8 billion in assets, Arise is the largest Massachusetts based credit union, serving more than 200,000 members and offering a broad range of personal and business banking, lending, and digital financial services. Headquartered in Rockland, MA, the Credit Union has grown considerably over its 104-year history while continuing to maintain its cooperative structure and member focused approach. The recent transition to the Arise Financial name reflects the continued evolution of the organization as it expands its capabilities, reach, and approach to serving members.
Reporting to the Chief Lending Officer, the Vice President of Residential Loan Operations will provide leadership across the residential lending operations function, including processing, underwriting, closing, and secondary market activities. The role will oversee an experienced team and will be responsible for maintaining strong operational performance, service levels, workflow discipline, and scalable processes as the organization continues to evolve.
We are seeking an experienced residential lending operations leader with a strong understanding of mortgage workflow, team leadership, secondary market activity, and the relationship between operations, technology, and originations. The ideal candidate will be a collaborative leader who can continue to build upon an established foundation and position the residential lending function for continued growth and development.
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William Wegener

Cameron Boyd
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