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Senior Vice President, Retail/Small Business Executive

Tricia Nelson

Tricia Nelson is a seasoned financial executive with a strong track record in market acquisition, small business growth, and strategic leadership. As a Market Acquisition Leader for Small Business Micro segmentation, she has been instrumental in driving small business deposit growth, leading the market in lending, and managing a $15 million lending pipeline. She has successfully partnered with over 170 branch managers to implement targeted acquisition strategies, lending solutions, and merchant services, significantly enhancing market performance.

With deep expertise in risk management, business development, and customer acquisition, Tricia Nelson is a recognized leader in coaching and developing branch managers in small business banking techniques. She is adept at collaborating with senior leadership, providing strategic insights to drive market growth and optimize financial performance. With more than 19 years in the banking industry, Tricia is a results-driven leader focused on growth, expansion, performance excellence, community impact, and-most importantly-people.

Previously, as an Executive Director, she led one of the most affluent districts in the region, overseeing $4 billion in assets, 14 affluent locations, and a team of 101 employees. Under her leadership, the district was responsible for 65% of the region’s performance, achieving 77% year-over-year revenue growth and a 62% increase in premier customer book growth.

A strategic advisor and subject matter expert, Tricia Nelson has a reputation for making high-impact business decisions, fostering cross-functional collaboration, and driving sustainable revenue growth.

With more than 19 years in the banking industry, Tricia is a results-driven leader focused on growth, expansion, performance excellence, community impact, and-most importantly-people.

 

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