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    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 jstephens@mapscu.com 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?
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    Jim Stephens
    Jim Stephens, photo 1
    Jim Stephens, photo 2
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    Location

    Portland, Oregon, United States