Centro de Gestión

Administrativa y
Fortalecimiento Empresarial

LET’S
LEARN
ABOUT
1. DIRECTIONS: Find and circle the vocabulary words in the grid. Look
for them in all directions including backwards and diagonally

BANK
C
U
Z
I
Y
S M X N
V WI T
R
H
X
D R
T E
A W ON
I K
E
A M C E
J I
N
B
P Y
K

MANA
R B M T H E B S A I C Y DP N A V Y R
R R O A D L U E T E S N NI A R E T Y

GEME
E I N N T Q D E U A U O UJ L S S L M
N M E O J W G F N F P A P O A N T A D

NT
C L Y V Z Y E E L U V O S E B E M N J
Y L O A N S T A T E M E NT D R E E Y
S O R K X T U D R A C T I B E D N P R
G W D G OT G E Z R I A P C I K T I U
N O E W U O D Z T D C G OV A C S D S
I V R M R E B M U N G N I T U O R D A
V E M R X N G K S M C D RL J E M P E
A R T M V D C T C I V O I F X C C P R
S D Q B Y O O E L E Y I NT E R E S T
C R N A P R L E Y A H D CQ P E U V L
W A J N D S X X P A C C OU N T Y Y V
V F P K U E P R I N C I P A L Q J A X
H T M D R A C T I D E R CF C K W S P

2. Understand Banks Vocabulary Matching

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Administrativa y
Fortalecimiento Empresarial

Google the words in the left column and find out the right meaning of each word by
drawing a line from the word to the correct definition.
1. deposit the person you talk to at the bank when you need
a loan

2. bank the card you use when you deposit or withdraw

money from an automatic teller machine

3. loan officer taking money out of your checking or savings

account

4. Automatic Teller Machine lending money with the understanding that it will
be paid back with interest

5. checking account adding money to your checking account

6. ATM card a place where people can save or borrow money

7. withdrawal a locked box in the bank where you can keep your
valuable things

8. safe deposit box a computer in a public place connected to the

bank that allows you to deposit and withdraw
money

9. loan a charge for a loan

10. interest a bank account that allows you to write checks for
things you buy
 Centro de Gestión
Administrativa y
Fortalecimiento Empresarial

3. Now you have worked on some vocabulary, we’ll go on context and

learn from a video, useful expressions when working in a bank. After
you watch the video answer the questions below:

https://www.youtube.com/watch?v=8fs5XEeks1A&t=176s
Conversation 1 Conversation 3
What does she want to do in the Where does she want to take
bank? money to transfer?
Answer: Answer:
How much money does she How much money does she want
deposit in the bank? to transfer?
Answer: Answer:
Conversation 2 Conversation 4
What does she want to do in the Does he have a problem with his
bank? bank account?
Answer: Answer:
What kind of bank account does Why does he want to cancel his
she have in the bank? bank account?
Answer: Answer:
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Administrativa y
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Pre-listening
Complete the sentences with the words below
immediate • just yet • caught up
expenses • account
1. We aren't saving much money right now, because most of what we make

goes toward current   .

2. We have a joint   for the things we buy together, and separate

accounts for the things we try to hide from each other.

3. I don't know what time our flight arrives   , but I will let you know as
soon as I find out.

4. They are probably so   with their new baby that they aren't thinking
about much else.

5. When you are young, you think mostly about the   future.

4. Listen to the following conversation and choose the most suitable

option:

Money
concerns.mp3

1) What is she worried about? 

 a) Her long-term future

 b) Her immediate future
 c) Retirement

2) What does she want to save money for? 

 a) Travel expenses

 b) Being unemployed
 Centro de Gestión
Administrativa y
Fortalecimiento Empresarial

 c) Early retirement

 d) College tuition

3) What kind of bank account does she have? 

 a) Closed account

 b) Separate accounts
 c) Joint account
 d) Student account

4) What does Anita say about separate accounts for married people? 

 a) They are common.

 b) Her parents had one.

5. Read the following text and solve the activities below

A Bank Clerk and A Bank Customer

Bank Clerk: Good morning, welcome to the Grammar Bank. How can I help you?
Customer: Good morning. I would like to open a bank account.
Bank Clerk: Sure thing. What kind of account would you like to open? A savings
account or a checking account?
Customer: What's the difference?
Bank Clerk: A checking account is designed to use for everyday transactions. Yet;
the money in a savings account is meant to stay in the account and earn interest
over time.
Customer: I see, actually I want to apply for a credit card. That's why I need an
account.
Bank Clerk: Okay then, you probably want a checking account.
Customer: Well, thank you. I'd like that.
Bank Clerk: Sure, we will have you fill out an application form, please.
Customer: No problem.
 Centro de Gestión
Administrativa y
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Bank Clerk: How much of a credit limit were you looking for?
Customer:I would like a $10,000 spending limit.
Bank Clerk: Alright, we will see what we can do. We might be able to get you one
of our gold cards with a $10,000 spending limit.
Customer: Wonderful. Will I also collect points when I use the card?
Bank Clerk: Sure, with our gold card you will get 10 reward points for every dollar
spent.
Customer: Perfect, I have filled out the form. Do you need anything else?
Bank Clerk: You just need to deposit a minimum of $250 into your new checking
account.
Customer: Very well, here you are.
Bank Clerk: Thank you, your account is set up now and your credit card will be
mailed to your address within 5 to 10 business days.
Customer: Thank you for your help, have a good day.
Bank Clerk: Thank you, you too.

Activities:
1. First of all, let’s list the unknown words you get from the text. List them with
their meaning in Spanish and use it in a sentence.
2. Answer the following questions according to what you get from the text.
- What is the name of the bank?
- What does the customer want to do in the bank?
- In your own words, explain the difference between checking accounts and
saving accounts.
- Why does the customer want to open a bank account?
- What kind of credit card does the bank clerk offers to the customer?
- Does the client want to do anything else at the bank?
- How many days does the customer have to wait to get his credit card?