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Jim Stephens

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Jim Stephens

VP, Private Client Relationship Manager

Portland, Oregon, United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Jim Stephens

Work Experience

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VP, Private Client Relationship Manager at

Credit Union Wireless LLC

November 2023 - Present

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Vice President, Private Banker at U.S. Bank Private Wealth Management at

U.S. Bancorp

April 2023 - November 2023

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Vice President/Private Banker at

Umpqua Bank

May 2021 - April 2023

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Vice President/Senior Business Banker at

Umpqua Bank

April 2017 - May 2021

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Leadership Portland: Class of 2017 at

Portland Metro Chamber

September 2016 - June 2017

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Vice President/Branch Manager and Small Business Advisor at

Umpqua Bank

December 2014 - April 2017

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Assistant Vice President/Branch Manager at

Umpqua Bank

June 2012 - November 2014

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Branch Manager at

Umpqua Bank

April 2011 - August 2012

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Assistant Branch Manager at

Umpqua Bank

April 2010 - April 2011

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Universal Associate at

Umpqua Bank

June 2008 - April 2010

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Recruiting Coordinator at

Miller Nash LLP

May 2004 - May 2008

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Jim Stephens

Education

Pacific Coast Banking School, Class Of 2022

January 2019 - January 2022

University of Portland, Executive Certificate In Financial Planning

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

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*********@mapscu.com

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