Lesson: BANKING (B2-C1)

4. Now you try it

a. Make pairs and use the information below to practise a dialogue.

PERSON A

You’re the bank clerk (or teller).
– Greet the customer and find out what they want.
– Find out the details of the bill.
– Confirm that the direct debit is ready (You can use the phrase “That’s all gone through for you”).
– Tell the customer that you don’t give printouts, but they could set up online banking and then they’ll be able to check all their direct debits.
– Tell the customer that they now have three direct debits on their account. This means that they can now switch to a ‘Gold Plus’ account, which gives them $10 free cashback per month. This account comes with a monthly fee of $9.08.

PERSON B

You’re the customer.
– You want to pay a bill by direct debit.
– It’s a bill for a new phone subscription. It’s for $31.78 per month and goes to ‘Plutonium Fones’.
– Ask for a printout to confirm that the direct debit has been accepted on the system.
– Listen and respond to anything else the bank clerk says to you.

b. Here’s another dialogue to try. Person A is the customer this time, and Person B is the bank clerk.

PERSON B

You’re the bank clerk (or teller).
– Greet the customer and find out what they want.
– Find out what happened to the customer’s credit card.
– Ask if the customer knows their account number and ask for another form of ID to confirm who they are.
– Thank the customer for their documents and check the computer. Tell them that there’s been no suspicious activity on the account but there is a payment from last night, to Jean’s Restaurant.
– Reassure the customer that the account is now closed and no money can be paid out.
– Answer any other questions from the customer and then thank them.

PERSON A

You’re the customer.
– You’ve lost your credit card. You think it might have been stolen.
– You lost the card in a restaurant yesterday evening.
– You don’t know the account number but you have another bank card from this bank. You also have your driving licence with you.
– Respond to what the clerk tells you. Ask what happens if anyone tries to use the credit card now.
– Ask any other questions that are worrying you right now.

Acknowledgements and further links:

The main photo for this lesson is from Pixabay, via Pexels.

I noticed another free lesson on banking at https://yourenglishpal.com/blog/esl-conversation-lesson-plan-banks/.

A good explanation of bank account types in the UK can be found on the website of the Co-operative Bank.

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