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Career Paths Accounting SB-28

1. The document describes a role play activity where Student A calls a bank to ask about an overdraft on their account and transferring money between accounts, and Student B takes on the role of a banker answering the questions. 2. It then provides a transcript of a conversation between an accountant and a banker where the accountant's company account was overdrawn and they ask to transfer funds between accounts to cover the overdraft. 3. The document concludes with instructions to use the conversation to fill out an email from the accountant to the banker informing them about covering the overdraft charges on the account.

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Yanet
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546 views1 page

Career Paths Accounting SB-28

1. The document describes a role play activity where Student A calls a bank to ask about an overdraft on their account and transferring money between accounts, and Student B takes on the role of a banker answering the questions. 2. It then provides a transcript of a conversation between an accountant and a banker where the accountant's company account was overdrawn and they ask to transfer funds between accounts to cover the overdraft. 3. The document concludes with instructions to use the conversation to fill out an email from the accountant to the banker informing them about covering the overdraft charges on the account.

Uploaded by

Yanet
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0 Fill in the blanks with the correct words Speaking

from the word bank.


Q With a partner, act out the roles below
~ BANK based on Task 7. Then switch roles.
USE LANGUAGE SUCH AS:
charges withdrawal inform
I just received an overdraft notice ...
1 _ _ _ _ _ the manager of the change. What is your account number?
2 Susan needs cash, so she went to her bank Can I transfer ...?
and made a(n) _ _ _ __
3 Tom paid a lot of extra _ _ _ __
because of his overdraft. Student A: You are calling a bank. Talk to
Student B about:
0 " Listen and read the notice again. • an overdraft
What will show on Capital lncorporated's
• another account
next statement?
• paying for the overdraft

Listening Student B: You are a banker. Answer Student


0 " Listen to a conversation between an A's questions.
accountant and a banker. Mark the
following statements as true (T) or false (F).
1 _ The woman's personal account was Writing
overdrawn. 0 Use the notice and the conversation from
2 _ Both accounts now have $500 in them. Task 8 to fill out the email. Make up a
3 _ The man refunded the overdraft charges. name for the accountant.

0 " Listen again and complete the

--·
conversation.
Accountant
Banker: First Venture Bank. How may FROM" - -
Manager
I help you? TO" _ _ _ _ .
Accountant: Hi. This is Wendy from Capital RE an overdratt
Incorporated. I just received an
1 _ _ _ _ from you.
Banker: I can help you with that. What is your
2 _ _ _ _? oear - -· t an overdratt and
· torrn you 0
Accountant: It's 58756. We have a second \'rn writing to in nsate tor it. - - -
what I did to cornpe
account with you 3 _ _ _ _ .
Banker: Let me see ... Your company's other
account has a balance of $1000.00.
Accountant: Good. Can I 4 _ _ $500 into the
overdrawn account?
Banker: 5 _ _ . Is there anything else I can
help you with today?
Accountant: No, 6 _ _ _ _ . Thanks.
cordially,

27

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