Workshop 3

Going to the Bank

Objectives:

1. Review basic greetings

2. Asking and giving information
3. Activities at the bank
Bank Activities

● Create a Checking and/or Savings account

● Withdraw money or deposit money from your
bank account
Withdrawing VS. Depositing

Withdrawing Depositing:

Taking money out of your account Putting money into your account
Checking Account VS. Savings Account
Checking Account:
Used for day to day purchases
This is the account that is used when you make
payments with your debit card
Savings Account:
This account is meant to be a safe place to store
money and save up money over time
This account in not meant for everyday transactions
and there may be a limit on how much you can
withdraw
 How to Make a Bank Account
● Choose a bank that is right for you
○ Locations
○ Large chain v Small chain
○ Services
○ Requirements to open the account
● Pick the type of account you want
○ Checking or Savings
● Visit your desired bank and ask to open the
account
● Ask important questions before finalizing
● Supply necessary documentations
○ ID
○ Proof of address
○ Proof of citizenship
● Safely store all bank information in a secure
location that you have access to
○ i.e. Bank pin, checks, social security card
 How to get Checks for Your Checking
Account
● Walking into your bank and asking a teller
● Going online to your bank's website
○ Enter your bank i.d and password (created
when you made your account)
○ Navigate to your account information
○ Find the check order button (varies
depending on bank)
○ Submit order using updated mailing and
contact information and your checks will
arrive shortly.
Two ways of Banking: Withdrawing and
Depositing Money
Bank Teller: ATM:
You can ask to You can withdraw
withdraw money money from your
from your account account, or you can
by speaking with deposit money into
the bank teller. You your account by using
can also give them the machine. Follow
a check you the steps on the
received that you screen.
wish to deposit into
your account
** Make sure to have identification and your
baking card to use these services
How to use an ATM
● You must have your card ready, and put in in the
machine when it instructs you to do so
● Follow the steps on the screen and select whether
you want to withdraw or deposit money
● Select the amount you want to withdraw or
deposit
● When withdrawing cash make sure to take the
money that’s ejected from the machine. Make
sure to do this quickly or you may not be able to
grab the money
● Put your card back in your wallet when the
machine gives it back to you
 Review
Using the information learned before, create the
beginning of a conversation with a bank teller:

Greeting, explain the purpose of the visit

Activity: Write a check to Newport
Creamery for $40.00