David Green

David Green Email and Phone Number

Veteran Service Officer @ American Legion Post 64 Ahwatukee
Phoenix, AZ, US
David Green's Location
Phoenix, Arizona, United States, United States
About David Green

Business-oriented professional with an economic background and excels in professional networking, planning and communication skills. 
Customer-oriented have developed sustainable relationships through open and interactive communication with customers. Thrives in leading roles and successfully management of projects and employees.

David Green's Current Company Details
American Legion Post 64 Ahwatukee

American Legion Post 64 Ahwatukee

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Veteran Service Officer
Phoenix, AZ, US
David Green Work Experience Details
  • American Legion Post 64 Ahwatukee
    Veteran Service Officer
    American Legion Post 64 Ahwatukee
    Phoenix, Az, Us
  • Self-Employed
    Ceo
    Self-Employed Apr 2016 - Present
    Prescott
  • Charles Schwab
    Retirement Services Specialist
    Charles Schwab Aug 2014 - Apr 2016
    Phoenix, Arizona Area
    Acquire, retain, and deepen customer relationships. Create a great customer experience during interactions with clients.Provide customers with knowledge and information regarding IRS Publication 560 and 590. Over the phone, interactions to assist clients with distribution and information regarding retirement plans and retirement vehicles such as IRAs, Roth IRAs QRP and Individual 401K.Partner with other specialist in different departments to provide a great experience to clients… Show more Acquire, retain, and deepen customer relationships. Create a great customer experience during interactions with clients.Provide customers with knowledge and information regarding IRS Publication 560 and 590. Over the phone, interactions to assist clients with distribution and information regarding retirement plans and retirement vehicles such as IRAs, Roth IRAs QRP and Individual 401K.Partner with other specialist in different departments to provide a great experience to clients by getting the best knowledge from these people. Proficiency with processing paperwork and adherence to regulatory rules and standards. Show less
  • Chase
    Personal Banker - Small Business Specialist - Manager On Duty
    Chase Jun 2011 - Aug 2014
    Scottsdale, Arizona
    Acquire, retain, and deepen customer relationships. Create a great customer experience and help the branch meet sales objectives.Provide customers with products and services to meet their personal needs. Face to face and over the phone, interactions to discover their financial needs and provide product and service recommendations.Work with small business to help them meet their financial needs and find products that benefit their business needs. Partner with other specialist… Show more Acquire, retain, and deepen customer relationships. Create a great customer experience and help the branch meet sales objectives.Provide customers with products and services to meet their personal needs. Face to face and over the phone, interactions to discover their financial needs and provide product and service recommendations.Work with small business to help them meet their financial needs and find products that benefit their business needs. Partner with other specialist in different departments to ensure customers get access to experts to help them with specialized financial needs, (such as Mortgage Bankers, Business Relationship Managers, and Financial Advisors). Manager on Duty which gives me the responsibility of running the branch when a manger is not present. Show less
  • Army National Guard
    92Y Supply Specialist
    Army National Guard Jan 2011 - Mar 2013
    Extensive skills and training in logistic support to maintain the standard and uphold movement and tools necessary to complete any mission.In charge of the armory for all unit weapons and sensitive items,Maintenance of all weapons to maintain the standard to be mission and combat ready. Maintain a ready status to deploy and asset the unit an any state of disaster.
  • Us Army
    19D Cav Scout
    Us Army Sep 2007 - Jan 2011
    Colorado Springs, Colorado Area
    Extensive skills and training in weapons, vehicle mechanics and familiarization, land navigation, geographical information systems, urban operations, security, patrolling, stealth, optics, communication devices, off road and defensive driving, dismounted maneuvering, observation, combat tactics, combative trainingFundamental understanding of teamwork and leadership and management skillsExecuted orders from Squadron CommanderExcellent problem solving skills

David Green Skills

Loans Banking Credit Mortgage Lending Consumer Lending Retail Banking Small Business Lending Credit Analysis Commercial Banking Loan Origination Commercial Lending Mortgage Banking Portfolio Management Lines Of Credit Cross Selling Credit Risk Refinance Financial Analysis Investments Series 63 Leadership Finance Customer Service Sales Financial Services Teamwork

David Green Education Details

Frequently Asked Questions about David Green

What company does David Green work for?

David Green works for American Legion Post 64 Ahwatukee

What is David Green's role at the current company?

David Green's current role is Veteran Service Officer.

What schools did David Green attend?

David Green attended University Of Phoenix, Yavapai County General Educations Diploma.

What skills is David Green known for?

David Green has skills like Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Retail Banking, Small Business Lending, Credit Analysis, Commercial Banking, Loan Origination, Commercial Lending, Mortgage Banking.

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