Dec 4, 2018 20:10
5 yrs ago
4 viewers *
Spanish term

Oficial de Relación

Spanish to English Bus/Financial Finance (general) Banking (Puerto Rico)
Hello! I'm translating from Puerto Rican Spanish to US English. In a bulleted list of required documents for a renewal or increase of a commercial line of credit, I find:

XXXXXX o XXXXXX debidamente firmada por el **Oficial de Relación** de la cuenta

I can't find an English version of this term in any of my resources. I see from Google that many banks around the world have Oficiales de Relación, so there must surely be an English term that means the same. Does anyone out there know it?

My placemark translation is:

Form XXXXXX or XXXXXX, duly signed by the officer in charge of the account

Thank you in advance for your help and advice.
Votes to reclassify question as PRO/non-PRO:

Non-PRO (1): philgoddard

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Discussion

Maximo Wilhelm Muñoz Dec 4, 2018:
Jane... firmada por el **Oficial
JaneTranslates (asker) Dec 4, 2018:
OFFICIAL, not "officer." In my placemark translation, I meant to type "official."

Proposed translations

+2
1 hr
Selected

account manager

I believe you have the right idea. It's your main contact person at the bank. I am also seeing "relationship officer."

"Account Manager Responsibilities: Operating as the lead point of contact for any and all matters specific to your accounts."

https://resources.workable.com/account-manager-job-descripti...
Peer comment(s):

agree philgoddard : Account or relationship are both fine.
12 mins
agree Charles Davis
9 hrs
Something went wrong...
4 KudoZ points awarded for this answer. Comment: "Selected automatically based on peer agreement."
1 hr

account-related officer

Account-related officer...
Oficial es officer en ya sea lo jurídico, económico, en finanzas, la industria del petróleo y varias otras especialidades.
Oficial es officer.
Saludos.
Peer comment(s):

neutral AllegroTrans : Where have you actually SEEN this term used? Any examples?
10 mins
Something went wrong...
+1
1 hr

relationship manager

Term used by a vast number of banks

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Note added at 1 hr (2018-12-04 21:46:52 GMT)
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Based within the banking or financial sector, a relationship manager's role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them.
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Peer comment(s):

agree Luis M. Sosa : Yes. I knew this long ago as 'loan/lending officer', but I see the term has surely changed
1 hr
Thanks, it's practically standard
Something went wrong...
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