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Jim Stephens
Jim Stephens
VP, Private Client Relationship Manager
Portland, Oregon, United States
Jim Stephens
Summary
Jim Stephens is a seasoned Vice President and Private Banking Professional based in Portland, Oregon, with extensive experience in managing high-net-worth client relationships. His career spans various roles in banking and financial services, where he has successfully tailored strategies to meet complex financial needs. Jim's expertise includes commercial banking, credit analysis, and exceptional customer service, all while demonstrating a commitment to community involvement. He has been recognized with multiple nominations for excellence in retail banking and leadership. With a strong educational background in Philosophy and Political Science, along with an executive certificate in financial planning, Jim brings a unique perspective to financial management. He is passionate about developing innovative banking solutions that empower clients to achieve their financial goals. Outside of work, Jim is actively involved in leadership programs aimed at fostering community engagement and collaboration.
Jim Stephens
Work Experience
VP, Private Client Relationship Manager at
Credit Union Wireless LLC
November 2023 - Present
Vice President, Private Banker at U.S. Bank Private Wealth Management at
U.S. Bancorp
April 2023 - November 2023
Vice President/Private Banker at
Umpqua Bank
May 2021 - April 2023
Vice President/Senior Business Banker at
Umpqua Bank
April 2017 - May 2021
Leadership Portland: Class of 2017 at
Portland Metro Chamber
September 2016 - June 2017
Vice President/Branch Manager and Small Business Advisor at
Umpqua Bank
December 2014 - April 2017
Assistant Vice President/Branch Manager at
Umpqua Bank
June 2012 - November 2014
Branch Manager at
Umpqua Bank
April 2011 - August 2012
Assistant Branch Manager at
Umpqua Bank
April 2010 - April 2011
Universal Associate at
Umpqua Bank
June 2008 - April 2010
Recruiting Coordinator at
Miller Nash LLP
May 2004 - May 2008
Jim Stephens
Education
Pacific Coast Banking School, Class Of 2022
January 2019 - January 2022
University of Portland, Executive Certificate In Financial Planning
University of Oregon, Bachelor's
Frequently Asked Questions about Jim Stephens
What is Jim Stephens email address?
Jim Stephens's primary email address is *********@mapscu.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Jim Stephens graduated from?
Jim Stephens holds a degree in Pacific Coast Banking School from Pacific Coast Banking School.
How can I directly contact Jim Stephens?
To contact Jim Stephens directly, you can use the email address *********@mapscu.com. Complete contact information is available upon registration with Muraena.
Who is Jim Stephens?
Jim Stephens is a seasoned Vice President and Private Banking Professional based in Portland, Oregon, with extensive experience in managing high-net-worth client relationships. His career spans various roles in banking and financial services, where he has successfully tailored strategies to meet complex financial needs. Jim's expertise includes commercial banking, credit analysis, and exceptional customer service, all while demonstrating a commitment to community involvement. He has been recognized with multiple nominations for excellence in retail banking and leadership. With a strong educational background in Philosophy and Political Science, along with an executive certificate in financial planning, Jim brings a unique perspective to financial management. He is passionate about developing innovative banking solutions that empower clients to achieve their financial goals. Outside of work, Jim is actively involved in leadership programs aimed at fostering community engagement and collaboration.
Jim`s contact details
*********@mapscu.com