Sign In

Jim Stephens

Vice President/Private Banking Professional

Jim Stephens is the Vice President and Private Client Relationship Manager at Maps Credit Union, a position he has held since November 2023.12 In this role, he works with high-net-worth members who often have complex financial needs, providing personalized service for the day-to-day management of their financial activities.2

Prior to joining Maps Credit Union, Jim had a diverse career in banking and wealth management:

  1. He briefly served as Vice President and Private Banker at U.S. Bank Private Wealth Management from April 2023 to November 2023.2

  2. Before that, he worked at Umpqua Bank for about 8 years in various roles2:

    • Vice President/Private Banker (May 2021 - April 2023)
    • Vice President/Senior Business Banker (April 2017 - May 2021)
    • Vice President/Branch Manager and Small Business Advisor (December 2014 - April 2017)

Jim specializes in tailoring custom strategies for his clients' personal and business lending and deposit needs.2 His expertise includes customized credit solutions related to mortgages, home equity lines of credit, marketable securities lines of credit, and commercial real estate.2

At Maps Credit Union, Jim is part of the Private Client team, which is designed for members with a $250,000 deposit/investment relationship, $1,000,000 personal net worth, or owners/executives of Maps Commercial members.3 He can be contacted at 971-382-0162 or [email protected] for private client services.3

Highlights

Jan 3 · mapscu.com
Private Client - Maps Credit Union
Private Client - Maps Credit Union
Jan 2 · consumerscu.org
Grand Haven Office - Consumers Credit Union
Aug 27 · stephens.com
Private Wealth Management | Our People - Stephens Inc.
Jul 24 · mapscu.com
Meet Our Team - Maps Credit Union
Jul 2 · mapscu.com
Maps Credit Union in the Mid-Willamette Valley of Oregon
Mar 15 · mapscu.com
Careers - Maps Credit Union

Related Questions

What are Jim Stephens' main responsibilities at Maps Credit Union?
How long has Jim Stephens been in the financial industry?
What was Jim Stephens' role at Umpqua Bank?
How does Jim Stephens approach personalized financial advice?
What qualifications does Jim Stephens have in wealth management?
Jim Stephens
Jim Stephens, photo 1
Jim Stephens, photo 2
Add to my network

Location

Portland, Oregon, United States