Blair Welborn
Diamondhead
Summary
Dynamic financial services professional with extensive experience at Keesler Federal Credit Union, excelling in team leadership and customer service. Proven track record in enhancing member relationships and driving sales growth through effective conflict resolution and operational efficiency. Adept at loan application assessment and fostering community engagement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Member Service Representative III
Navy Federal Credit Union
D'Iberville
08.2025 - Current
- Assisted members with account inquiries and transaction processing.
- Educated members about financial products and services offered.
- Resolved member concerns through effective communication and problem-solving.
- Processed loan applications and conducted credit checks for approval.
- Maintained accurate member records using internal systems and software.
- Collaborated with team members to improve service delivery strategies.
- Answered incoming calls regarding membership benefits and services.
- Greeted members in a friendly and professional manner.
- Enhanced member relationships by providing excellent service during each interaction.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Presented and explained services and products to meet member needs.
- Answered member questions about products and services.
- Provided guidance to members on how best to use products or services offered by the organization.
Assistant Branch Manager
Keesler Federal Credit Union
01.2020 - 08.2025
- Ensured staff members conducted business in accordance with “The Sales and Service Standard”
- Developed work schedules, assigned duties, and managed leave requests
- Supported branch operations by evaluating member requests and providing necessary overrides
- Identified potential member service needs and promoted credit union products and services
- Used CRM to create, monitor, and manage sales and referrals for consumer and business accounts
- Resolved member concerns and discrepancies using KFCU computer systems and product knowledge
- Maintained ATM operations, including balancing, servicing, and cleaning
- Attended community functions and built SEG relationships within the community
- Trained new team members and ensured branch was thoroughly staffed
- Communicated policy and procedure changes to team members
- Ensured compliance with federal laws and regulations set by NCUA and other regulatory agencies
- Conducted monthly branch audits and maintained safety and security reports
- Managed branch appearance and equipment maintenance
- Led marketing campaigns and made outbound calls for product promotions
- Inspired and led team members to achieve sales goals
Financial Service Representative
Keesler Federal Credit Union
09.2017 - 01.2020
- Opened and processed documentation for consumer and business deposit accounts
- Managed ATM and debit card services, including disputes and fraud cases
- Conducted quality interviews to meet member needs through credit union products and services
- Accepted deposits, payments, and performed withdrawals and loan advances
- Resolved member concerns and tracked them using Synapsys CRM
- Completed loan applications and managed loan approval processes
- Provided guidance and assistance to members opening deposit accounts and loans
- Strived to exceed member service and sales goals
Accounting Specialist I
Keesler Federal Credit Union
06.2016 - 09.2017
- Reconciled assigned general ledger accounts and resolved discrepancies
- Provided internal member service and balancing assistance
- Complied with federal regulations, including BSA and OFAC
Teller Services Representative I
Keesler Federal Credit Union
11.2015 - 06.2016
- Provided member service and processed transactions
- Sold money orders, cashier checks, gift cards, and travel cards
- Balanced cash and checks during and at the end of the day
Education
Associates Degree - Medical Billing and Coding
Ultimate Medical Academy
09.2015
Business Management - Business
University of Phoenix
06.2011
Skills
- Team leadership
- Sales management
- Customer service
- Account management
- Branch operations
- Employee training
- Community engagement
- Time management
- Conflict resolution
- Relationship building and management
- Loan application assessment
- Financial services
- Loan application evaluation
- Banking
- Sales expertise
- Vault audits
- Resource allocation
- Account analysis
- Operations management
- Operational efficiency
- Strong interpersonal skills
- Google drive
- Loan expertise
- Staff development
- Loan product expertise
- Employee scheduling
- Branch service quality
- Financial advising
- Staff education and training
- Loans
- Customer retention
- Financial product sales
- Team player
- Branch operations management
- Resourceful nature
- Account review
- Cash handling expertise
- Excellent communication skills
- Approachable
- Coaching and mentoring
Certification
- Branch Manager apprenticeship
- Leadership essentials
- Pathways to excellence
Accomplishments
- Hancock county leadership graduating class of 2024
- Co-chair on the board of the Hancock County Resource center
- 2024 2nd quarter AACE award winner
References
- Cassandra Douglas, 601-916-0708, Assistant Branch Manager, Keesler Federal Credit Union
- Annell Bahm, 228-697-4314, Training Manager, Keesler Federal Credit Union
- Neal Isaac, 713-825-0036, ATM Technician/ member, Diebold
Timeline
Member Service Representative III
Navy Federal Credit Union
08.2025 - Current
Assistant Branch Manager
Keesler Federal Credit Union
01.2020 - 08.2025
Financial Service Representative
Keesler Federal Credit Union
09.2017 - 01.2020
Accounting Specialist I
Keesler Federal Credit Union
06.2016 - 09.2017
Teller Services Representative I
Keesler Federal Credit Union
11.2015 - 06.2016
Associates Degree - Medical Billing and Coding
Ultimate Medical Academy
Business Management - Business
University of Phoenix