Banking & finance
Banking & credit union executive search.
The financial world is changing fast. We find the executives and specialists who drive growth for banks, credit unions and financial services firms.
Roles we recruit
Leadership roles we fill.
CEO / President
Credit union and bank chief executives, including succession searches for boards.
CFO & Finance
CFOs, controllers and treasury leaders for regulated institutions.
Chief Lending & Credit Officers
Commercial, consumer and mortgage lending leadership; chief credit officers.
Operations & Member Experience
COOs, branch network and member-experience executives.
Risk & Compliance
Chief risk officers, BSA/AML and compliance leaders.
HR & Talent
CHROs and talent leaders for financial institutions.
Banking & Finance
Regulated roles, assessed properly.
Lending, credit, risk and compliance experience is validated, not assumed, and board-led CEO searches are run confidentially from first call to announcement.
Leadership for banks and credit unions
Our clients include Utah Community Credit Union, Mountain America Credit Union, Wright-Patt Credit Union, ACUMA, Boss Financial and AMMA Investment Group. Financial institutions hire for regulatory judgement and community trust as much as for results, and a board-led CEO search is a different process from a line hire. We run both.
What we bring
- Confidential succession searches for boards and CEOs
- Market mapping across banks, credit unions and fintech, so you see candidates you wouldn't reach yourself
- Assessment built for regulated roles: lending, credit, risk and compliance experience validated, not assumed
- A one-year warranty on every placement
Trusted by
Industrial companies that have trusted our team
Our search process
A search that is aligned in week one and presenting finalists by week three.
The key to a successful search is a successful initiation. Every engagement follows the same four steps, with weekly reporting so you always know where it stands.
Initiate
Week 1
Learn the organization, the role and what success looks like.
- Organization & role deep-dive
- Stakeholder interviews
- Search strategy sign-off
Identify
Week 2
Source, network and interview the top prospects.
- Targeted sourcing & networking
- Weekly calibration reports
- Behavioral interviews
Qualify
Week 3
Present a qualified slate, assessed in depth.
- Qualified slate presented
- Competency-based interviews
- Skills validation
Select
Week 4+
Finalists, references and the offer, through to the start date.
- Finalist meetings
- Competency referencing
- Offer negotiation & counseling
FAQ
Questions we hear most
Yes. Credit unions are a large share of our financial services work, from CEO succession to lending and member-experience leadership.
Start a conversation
Two ways we help. One partner for both.
Fill the leadership role that moves the business forward, or take care of the people leaving it. Tell us what you're facing and a partner will call you back within one business day.