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Banking Verbs and Vocabulary

The document provides a bilingual glossary of essential banking terms in English and Spanish, covering categories such as basic banking vocabulary, cash machine usage, banking staff roles, personal documentation, and useful verbs related to banking activities. It serves as a reference for individuals needing to understand or communicate banking concepts in both languages. This resource is particularly useful for Spanish speakers navigating the banking system in English-speaking environments.

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Alanna34
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59 views2 pages

Banking Verbs and Vocabulary

The document provides a bilingual glossary of essential banking terms in English and Spanish, covering categories such as basic banking vocabulary, cash machine usage, banking staff roles, personal documentation, and useful verbs related to banking activities. It serves as a reference for individuals needing to understand or communicate banking concepts in both languages. This resource is particularly useful for Spanish speakers navigating the banking system in English-speaking environments.

Uploaded by

Alanna34
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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THE BASICS

English Spanish

Bank banco
Bank office oficina bancaria
Bank branch sucursal bancaria
Window ventanilla
Form formulario, solicitud
Currency, Coinage moneda
Foreign currency divisa
Money dinero
Banknotes, Bills billetes
Cash efectivo
Check cheque
Checkbook talonario de cheques
Debit card tarjeta de débito
Credit card tarjeta de crédito
Change cambio
Bank account cuenta bancaria
Investment account cuenta de inversión
Account statement estado de cuenta
Online banking banca en línea

USING A CASH MACHINE / ATM

Deposit depósito
Bank transfer transferencia bancaria
Promissory note aval
Payment pago
Installment cuota
Extension prórroga
Charge, Fee cargo
Debt deuda
Credit crédito
Loan préstamo
Mortgage hipoteca
Interest interés
Interest rate tasa de interés
Investment inversión
Dividend dividendo
Guarantee garantía
Insurance seguro
Cancellation anulación
Signature firma
Edorsement endoso (en blanco)

BANKING STAFF / PERSONNEL

Customer, Client El / La cliente


Account holder El /La titular de la
cuenta
Customer service El servicio al cliente
Cashier cajero/a
Account manager El /La gestora de
cuentas
Branch manager El /La gerente de
sucursal
Assistant manager El /La subgerente
Financial advisor El /La asesora
financiera
Risk analyst El/ La analista de
riesgos
Auditor auditor/a
Economist economista

PERSONAL DOCUMENTATION

Identification document (ID) documento de identidad


Passport pasaporte
Proof of address comprobante de domicilio
Credit history historial crediticio
The contract contrato
Biometric security seguridad biométrica
PIN pin
Password contraseña

USEFUL VERBS

To pay Pagar
To cash Cobrar
To deposit Depositar
To withdraw Retirar
To transfer Transferir
To exchange Cambiar
To authorize Autorizar
To sign Firmar
To open Abrir
To close Cerrar

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