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Chase expanding in West Linn, Lake Oswego

New Chase Private Client services launched


This week saw the opening of a second Chase bank branch in West Linn at 19080 Willamette Drive. It is one of the first branches in the state to offer customers next generation ATMs, which allow customers to request “custom denominations” and dispense bills ranging from $1 to $100, as well as coins.

The ATM also offers customers the service of paying credit card bills and loading Chase prepaid cards with cash, therefore avoiding long lines. by: SUBMITTED - Spencer French

“The opening of our new West Linn branch represents Chase’s long-term commitment to serving the community,” said branch manager Jim Helget. “Chase has vast experience in helping customers and businesses with their financial needs and our branch is proud to be the newest addition to the West Linn community.”

The new West Linn branch is open 9 a.m. to 6 p.m. Monday through Friday and 9 a.m. to 1 p.m. on Saturday. In addition the branch will feature more than 200 safe boxes and three drive up lanes. The opening of this branch brings the count to 117 branches in Oregon. It will provide a full range of services, including checking and savings accounts, business banking, mortgages, investment products and advisors. by: SUBMITTED - Jim Helget

This branch will be one of the first in Oregon to offer customers Chase Private Client, a new service which combines Chase banking and the investment expertise of J. P. Morgan. Seven offices will open in Portland, Lake Oswego and Bend. Spencer French will serve as branch manager for the Lake Oswego office.

“Chase Private Client is a recognition and response to the evolving needs of our affluent Chase customers,” said James Dustman, market manager for Chase in Oregon. “As our customers’ lives get more complex, we aim to provide them with the products and services they want and need to most effectively manage their wealth.”

The Private Client Banker provides clients with customized banking solutions and service, including preferred rates, waived fees and specialized lending and mortgage products. Private Clients will also benefit from expedited service in the privacy and comfort of the Chase Private Client office, as well as access to a dedicated 24/7 service hotline to speak directly with a representative when they need assistance.

The J.P. Morgan Private Client Advisor provides clients with tailored investment solutions to meet their specific needs. Private Clients also receive timely information through J.P. Morgan’s research and marketing commentaries, as well as access to investment advice, insights and technology.

The company expects that 30 Chase Private Client offices will be open in Oregon by the end of the year. The Lake Oswego Chase Private Client office is located at 4155 Mercantile Drive in Lake Oswego.



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  • 16 Sep 2014

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  • 17 Sep 2014

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