Money4–6 min4 objectives

Banking Inquiry

Sort out a charge you did not expect, the calm way.

You'll be talking to

Grace · Bank officer

Polite, precise, follows procedure to the letter, appreciates patience.

Set up & walk in Read the brief

Your mission

Get the charge explained or reversed, and leave knowing what a savings account would cost and require.

The scene

A bank branch on a busy afternoon. There is a charge on your statement you do not recognise, and you would also like to know about opening a savings account.

You are a customer.

Objectives · tick them live

1
Explain what you need
The learner clearly states the problem with the charge and what they want done.
2
Answer identification questions
The learner provides details to verify their identity when asked.
3
Ask about fees or conditions
The learner asks about a fee, interest rate, minimum balance or requirement.
4
Confirm the next step
The learner confirms what happens next and when.

Peek at useful phrases· optional

“There's a charge on my account I don't recognise.”
“Could you tell me what this fee is for?”
“I'd like to dispute it, please.”
“What is the minimum balance for a savings account?”
“So you will call me within three working days?”
These are in English; in another language the character will use its own natural equivalents.

Set up the scene

Language

How hard the world pushes back

You'll need a microphone. Grace speaks first; just answer as you would in real life.