Smith & Wilkinson

Target Markets Program Administrators Association (TMPAA) is just around the corner! The Insurance crew looks forward to seeing you there next month #TMPAA #TMPAAScottsdale #InsuranceIndustry #InsuranceConference #PartnersInTalent

Scenes from S&W's first annual WSIA (Wholesale & Specialty Insurance Association) conference in San Diego! Special thanks to our incredible partners at ISC (Integrated Specialty Coverages, LLC) for an epic rooftop event. We'll be back! #Insurance #InsuranceConference #WSIA #WSIAConference #WSIA2024 #PartnersInTalent

Join Cameron Boyd On Thursday, September 26, where he will be speaking on the value of Attracting and Retaining Top Talent at the Mass Bankers Association's New England Conference. #PartnersInTalent #RetainingTalent #BankersConference #NewEnglandConference

Join Carll Wilkinson on Wednesday, October 9th, as he speaks on the value of attracting the Next Generation of Leaders at the NEW JERSEY BANKERS ASSOCIATION Human Resources Conference #PartnersInTalent #HumanResources #HumanResourcesConference #AttractingNewLeaders #Millenials #GenZ

I had a ton of fun last week facilitating the Peer Exchange at the inaugural Pennsylvania Bankers Association Executive Management Conference on our favorite topics of Succession Planning and Attracting & Retaining Talent. We're NJ-bound in a couple of weeks for Carll Wilkinson's presentation at the NEW JERSEY BANKERS ASSOCIATION HR Conference. If we can add value to your Association, group, Board, or Senior Management agendas by speaking on these topics next year, please reach out. Smith & Wilkinson #partnersintalent

Smith & Wilkinson has been retained by Arrow Financial Corporation (“Arrow”) to manage the search and selection process for the bank’s next Director of Wealth Management. Headquartered in Glens Falls, NY, Arrow is an approximately $4B, publicly traded (Nasdaq: AROW), diversified community bank. Arrow is the parent company of two, long-standing community banks, Glens Falls National Bank & Trust Company and Saratoga National Bank & Trust Company, as well as for North Country Investment Advisors, Inc. and Upstate Agency, LLC. The bank serves commercial, consumer, and nonprofit customers across northeastern New York and the Capital District through both its retail branch network and a modern suite of online and mobile banking solutions, allowing its customers the flexibility to bank where they want, and when they want. The bank is aggressively growing their business in the Capital Region. Arrow is in strong financial condition, and at the end of 2023 reported strong net income ($30MM), total loans ($3.18B), retail deposits ($3.51B), and return on average equity (8.29%). As stated by the company’s President & CEO, David DeMarco, in the 2023 Annual Report, “At the heart of everything we do is our mission to strengthen financial lives and make a positive impact on the communities we serve.” The bank is a fantastic corporate citizen, having donated almost $800,000 to area nonprofits in 2023 and volunteered more than 11,000 staff hours. Reporting to the bank’s SEVP, Chief Banking Officer, the Director of Wealth Management will lead the effort to grow a business line that the bank has identified as a key, strategic priority in its future plans. The position will be responsible for the leadership and management of a tenured team of wealth management professionals across Retirement Plan Services, Trust & Wealth Services, Investment Services, and Operations. We are seeking exceptional banking leaders with a demonstrated understanding of the role that a robust wealth management offering can play in enriching the lives of customers as well as how the growth of a wealth division can support a holistic financial relationship across the organization. As a member of the Senior Leadership Team, the ideal candidate will be a strong leader of people, dedicated to fostering a culture of collaboration, accountability, and sales growth. This is a primarily in-office role in Glens Falls, NY.  Glens Falls is an amazing place to live, work and play at the foothills of the Adirondack Mountains minutes from the Queen of lakes, Lake George, and a quick ride from Saratoga. For additional information about this unique community bank leadership role, please contact a member of the S&W Search Team: Moriah Maron or Cameron Boyd. #partnersintalent

Smith & Wilkinson has been retained by Arrow Financial Corporation (“Arrow”) to manage the search and selection process for the bank’s next Director of Wealth Management. Headquartered in Glens Falls, NY, Arrow is an approximately $4B, publicly traded (Nasdaq: AROW), diversified community bank. Arrow is the parent company of two, long-standing community banks, Glens Falls National Bank & Trust Company and Saratoga National Bank & Trust Company, as well as for North Country Investment Advisors, Inc. and Upstate Agency, LLC. The bank serves commercial, consumer, and nonprofit customers across northeastern New York and the Capital District through both its retail branch network and a modern suite of online and mobile banking solutions, allowing its customers the flexibility to bank where they want, and when they want. The bank is aggressively growing their business in the Capital Region. Arrow is in strong financial condition, and at the end of 2023 reported strong net income ($30MM), total loans ($3.18B), retail deposits ($3.51B), and return on average equity (8.29%). As stated by the company’s President & CEO, David DeMarco, in the 2023 Annual Report, “At the heart of everything we do is our mission to strengthen financial lives and make a positive impact on the communities we serve.” The bank is a fantastic corporate citizen, having donated almost $800,000 to area nonprofits in 2023 and volunteered more than 11,000 staff hours. Reporting to the bank’s SEVP, Chief Banking Officer, the Director of Wealth Management will lead the effort to grow a business line that the bank has identified as a key, strategic priority in its future plans. The position will be responsible for the leadership and management of a tenured team of wealth management professionals across Retirement Plan Services, Trust & Wealth Services, Investment Services, and Operations. We are seeking exceptional banking leaders with a demonstrated understanding of the role that a robust wealth management offering can play in enriching the lives of customers as well as how the growth of a wealth division can support a holistic financial relationship across the organization. As a member of the Senior Leadership Team, the ideal candidate will be a strong leader of people, dedicated to fostering a culture of collaboration, accountability, and sales growth. This is a primarily in-office role in Glens Falls, NY.  Glens Falls is an amazing place to live, work and play at the foothills of the Adirondack Mountains minutes from the Queen of lakes, Lake George, and a quick ride from Saratoga. For additional information about this unique community bank leadership role, please contact a member of the S&W Search Team: Moriah Maron or Cameron Boyd. #partnersintalent

Smith & Wilkinson is currently retained by Connected Credit Union to manage the search for their next CEO due to an upcoming retirement. This well run, community-chartered, credit union is looking for their next leader to continue serving their growing member base through a combination of superior member service and new solutions. At $120MM, Connected Credit Union has over 8,000 members within the Central Maine market and has a long tradition of benefiting the local community. We are seeking a well-rounded, member focused, financial services executive who understands the rewards and challenges of leading a smaller community focused institution. Please contact Stephen Peary or Julia Crouter for more information on the role. 

Smith & Wilkinson has been retained by Greenfield Savings Bank on a search for a VP, Senior Trust Officer to join their Wealth Management & Trust Services group. With over $400MM in AUM, GSB is a leader in the markets that they serve. The selected individual will play an important role in expanding the Bank’s Wealth Advisory business by marketing investment, trust, and other fiduciary services to individuals, businesses, and not-for-profit clients. To learn more about this opportunity please contact Christopher Kelley, Senior Partner, at 207.289.3135 or ckelley@smithandwilkinson.com.

Smith & Wilkinson has been retained by Skowhegan Savings Bank to manage the search for a Senior Commercial Credit Analyst. Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank serving the communities of Kennebec Valley for over 150 years. The Bank has twelve branches that serve central and parts of southern Maine. With total assets just under $900M, Skowhegan Savings Bank has been committed to taking an active role in making their communities a better place to live and work.  As a result, the Bank has been named one of “Maine’s Best Places to Work” year after year. The selected person for this role will primarily provide financial spreading and tasks related to all types of commercial loan underwriting. They will work to support the Bank’s loan officers and prepare credit related reports for presentation to loan officers or committees by investigating and analyzing complex commercial credit risks. In addition, they will make recommendations regarding new deals and modifications to existing credits. For additional information please contact William Wegener, Senior Associate, (wwegener@smithandwilkinson.com) or Christopher Kelley, Senior Partner (ckelley@smithandwilkinson.com).