Situations
Choose from 6 conversations to practice
Opening a New Bank Account
A customer visits the bank to open a new checking or savings account, requiring identification and completion of application forms. They may also inquire about different account types and their features.
Applying for a Debit Card/Credit Card
A customer applies for a new debit card linked to their account or a credit card. This involves filling out forms, providing financial information, and understanding terms and conditions.
Depositing or Withdrawing Cash/Checks
A customer performs basic transactions such as depositing cash or checks into their account, or withdrawing cash. This often involves using deposit/withdrawal slips or interacting with a teller.
Inquiring about Account Balance and Transactions
A customer needs to check their current account balance, review recent transactions, or request a bank statement. This can be done at the counter or through self-service options.
Setting up Online Banking/Mobile Banking
A customer seeks assistance to set up or troubleshoot their online banking or mobile banking access, including password resets or linking accounts for digital services.
Resolving a Transaction Dispute or Issue
A customer encounters an issue with a transaction, such as an unauthorized charge, a missing deposit, or an incorrect withdrawal, and needs to dispute it or seek resolution with bank staff.