The retail banking industry is diverse and competitive. In addition to checking and savings account services, banks offer brokerage and insurance capabilities to manage all aspects of a customer's financial portfolio. Attracting profitable customers from competitors is essential for long-term institution success. This six-course series will prepare bank personnel for talking to customers individually and offering customers new products and services. Each course focuses on meeting customer needs while using daily contact as an opportunity to secure the information required to develop long-term and profitable lifetime relationships.