Jim Stephens

Vp, Private Client Relationship Manager at Maps Credit Union

Jim Stephens is an accomplished financial professional currently serving as the Vice President and Private Client Relationship Manager at Maps Credit Union, where expertise is applied in managing high-net-worth members with complex financial needs. Prior experience includes the role of Vice President and Private Banker at U.S. Bank Private Wealth Management, providing tailored financial strategies for personal and business clients, and a significant tenure at Umpqua Bank, where Jim held multiple roles advancing from Assistant Branch Manager to Vice President, specializing in holistic banking and wealth management for high-net-worth clients. Jim's educational background includes an Executive Certificate in Financial Planning from the University of Portland, and a Bachelor's degree in Philosophy and Political Science from the University of Oregon, complemented by attendance at Pacific Coast Banking School. Additionally, Jim is recognized for participation in Leadership Portland, aimed at developing community leaders.

Links

Previous companies


Org chart


Teams

This person is not in any teams


Offices

This person is not in any offices


Maps Credit Union

Located in the heart of the beautiful Willamette Valley, Oregon, Maps Credit Union offers a wide variety of services to over 78,000 members. More than anything else, we believe in lifelong learning—not only about money and finances but in all areas of life. Our focus on lifelong learning is a result of our proud history as an educators’ credit union, dating back to our start in 1935. To work at Maps is to join a culture infused with creativity, enthusiasm, and fun. We embrace our differences. We value people who are bold, driven, and genuine. We work hard, play hard, and love our community. You should join us.


Industries

Employees

201-500

Links