Glossary entry

English term or phrase:

relationship manager (in banking context)

Spanish translation:

banquero personal

Added to glossary by Henry Hinds
Mar 5, 2012 16:29
12 yrs ago
18 viewers *
English term

relationship manager (in banking context)

English to Spanish Marketing Finance (general) direct mail campaign
This is for a US bank who is trying to reach out to potential hispanic customers. They want to develop marketing copy that is "comforting and inviting" to their target customers.

I am struggling with the term "relationship manager". Wouldn't this just be "banquero personal", or is there an actual equivalent term in Spanish that would be instantly understood?

See context:


Bank in Spanish.
At X Bank, you’ll feel welcomed and respected immediately. We offer services just for you, including flexible accounts with low fees and relationship managers who speak your language. Bank with us in person, on the phone, online, or even with your tablet or smart phone. We’re committed to meeting your needs, whatever it takes.
Change log

Mar 8, 2012 01:08: Henry Hinds Created KOG entry

Proposed translations

1 hr
Selected

banquero personal

Among the options mentioned, I would go with this one mentioned by you because it is easliy understood. I would consider that to be a virtue in this area in which I have a fair amount of experience.
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4 KudoZ points awarded for this answer. Comment: "Henry, this is what I ended up using, after considering various options. Thanks for the validation!"
+1
4 mins

Responsable de relaciones con los clientes

Lo encuentro más elegante y adaptado al organigrama bancario que banquero personal
Peer comment(s):

agree isabelmurill (X)
57 mins
muchas gracias Isabel
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5 mins

donde nuestros empleados hablan su mismo idioma/lengua

He modificado un poco la frase uniéndolo con lo que viene a continuación...
Saludos!


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Note added at 6 minutos (2012-03-05 16:35:25 GMT)
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... " o hablan el mismo idioma que usted"
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+1
1 hr

ejecutivo de cuenta

The standard, easily-understood term for this position
Peer comment(s):

agree Elisa Flores
2880 days
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2 hrs

gestor comercial

He trabajado en banca muchos años y este es el término más utilizado, aunque depende del banco... Un saludo
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8 hrs

Gerente Banca Personas

En Argentina es el puesto que tiene un bancario ejecutivo que se dedica a regentear los estados de cuentas, las tarjetas de crédito y la venta de productos que ofrece el banco como créditos hipotecarios y seguros.
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