Glossary entry

Spanish term or phrase:

Plataformista

English translation:

Customer Service Representative (CSR) [Assistant in the provision of financial advice]

Added to glossary by Taña Dalglish
May 22, 2020 14:54
3 yrs ago
48 viewers *
Spanish term

Plataformista

Spanish to English Bus/Financial Finance (general)
On a payment receipt from Costa Rica for fees paid, the stamp at the bottom is of a "CAJERO - PLATAFORMISTA"; what is plataformista referring to?

Based on this (https://www.elempleo.com/cr/ofertas-trabajo/plataformista-pa... job description I'm leaning toward "teller" like at a bank. Or perhaps more generally, customer service representative?
Change log

Aug 28, 2022 07:31: Taña Dalglish Created KOG entry

Discussion

TechLawDC May 24, 2020:
More context needed. It would be useful to know what kind of a business is involved (retail or financial), and what the form of payment was (cash or cheque).

Proposed translations

+2
49 mins
Selected

Customer Service Representative (CSR) [Assistant in the provision of financial advice]

Untitled - BCR www.bancobcr.fi.cr › licitaciones
PDF
Dec 3, 2010 - El Banco de Costa Rica, recibirá ofertas por escrito hasta las catorce horas con ... que el oferente se encuentre al día en el pago de sus obligaciones con esa ... CENTRAL, OFICINA DE VALORES EN CUSTODIA el recibo que le ... ÍTEM #2 - 100 CARRITOS DE METAL PARA CAJERO PLATAFORMISTA.


Based on the duties described here, I would be inclined to say that the person is more than a cashier/teller, but a "customer service representative (CSR)" or "assisting with the provision of financial advice/CSR", however you wish to word, or a "representative advising on the more technical/in-depth aspects of finances and serving of the frontline".


Dayan A. J.: professional freelance Marketing Strategy expert ...www.workana.com › freelancer
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Asesor Financiero ***cajero-plataformista** Sucursal Siquirres.
Asesor Financiero cajero-plataformista Sucursal Siquirres (Mayo 2013- Julio 2015).
Labores relacionadas con servicio al cliente, certificaciones del registro nacional, apertura de cuentas, certificados a corto plazo, renovación de pasaporte, licencias, cedulas de residencia, certificación de cuenta cliente, entrega de tarjetas,
orientación sobre un crédito, estados de cuentas y todo lo relacionado con servicios y productos financieros.
Financial Advisor, **Cashier-(Plataformista)** Siquirres Branch (May 2013- July 2015).
Work related to customer service, national registry certifications, account opening, short-term certificates, passport renewal, licenses, residence permits, customer account certification, card delivery, guidance on a credit, statements and everything related to
financial services and products.


María José Cerdas Rojas - LinkedIn Costa Ricacr.linkedin.com › ...- Translate this page
... en donde realizaba funciones como ** cajero plataformista**, relación directa con ... Control de recibos de pagos, reportes de morosidad, presupuestos, labores ...


Trabajo de cajero bancario plataformista | Jobomas.com ...cr.jobomas.com › Trabajo-de-cajero...
Ofertas de trabajo de cajero bancario plataformista. Encuentra tu empleo de cajero bancario plataformista en Costa Rica muy fácil en Jobomas.



Laureate International Universities busca personas para el ...cr.linkedin.com › jobs › view › plata...- Translate this page
Plataformista. Laureate International ... CR Cust Service Team Cptn. SmileDirectClub ... Technical Support Representative: Service Desk. IBM. Heredia, CR ...


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Note added at 52 mins (2020-05-22 15:46:57 GMT)
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Oops .. serving on the frontline.
Peer comment(s):

neutral bigedsenior : Each bank has its own job descriptions. bancobcr customer service is handled by 'oficina de Contraloría de Servicios' http://www.bancobcr.fi.cr/acerca del bcr/contraloria_de_serv...
2 hrs
Sorry? Precisely! Asker did not state which bank (?); 2) one of the links I provided (Sucursal Siquirres) - a different bank probably to the Asker's; each bank has their own job descriptions and different functions, so comment premature, I think????
agree patinba : Service representative. As you say, frontline but not a teller.// Not quite sure where you are at the moment? did I see Chicago once ?/// Ah Good, still there. "Smart Swedish lady living in Jamaica" has a sort of je ne sais quoi about it :) Stay safe!
3 hrs
Thanks Pat. App. support as always! Hope all is well over there!//Doing good here and proud of my country how they are handling the situation ("glad bag burst"). LOL!//No, no mixing me up! /Caribbean //Thx. - only partially/a mix really and a total mutt
agree Z-Translations Translator
825 days
Thanks.
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4 KudoZ points awarded for this answer. Comment: "Selected automatically based on peer agreement."
+1
26 mins

teller

Did you mean: PLATAFORMAS bank teller

Search Results
Web results

Banrisul Plataformista Salaries in Esteio | Glassdoorwww.glassdoor.com › Salaries › Plataformista › Esteio
Average salary for Banrisul Plataformista in Esteio: R$2616. ... Banrisul Plataformista Monthly Pay in Esteio, Rio Grande do Sul ... Bank Teller salaries ($23k).

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Note added at 27 mins (2020-05-22 15:21:19 GMT)
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Why are bank cashiers known as tellers? - Quorawww.quora.com › Why-are-bank-cashiers-known-as-te...
1 Jun 2016 - All cashiers in all banks are not known as tellers. It is only when they perform the duty of a teller, is when they will be known as a teller. Normally ...
Peer comment(s):

agree bigedsenior
3 hrs
Something went wrong...
1 day 14 hrs

cashier; fees clerk; teller

These are the 3 relatively idiomatic alternatives presented, depending on the type of business (e.g. retail or financial), the type of transaction (viz. the type of fees), and the means of payment (e.g. cash or noncash means).
Likewise, I would translate the phrase "CAJERO - PLATAFORMISTA" as "cashier" or "cashier or fees clerk" or "teller", depending on context as described above.
(Other alternatives such as "bursar" or "treasurer" are probably inapt because they describe higher level functionaries who do not fit the description "Cajero".)
Something went wrong...

Reference comments

3 hrs
Reference:

caja/plataformista

This outline the duties for a bank in CR.

Empleo como Cajero / plataformista en San José, Grupo ...
https://www.elempleo.com/cr/ofertas-trabajo/cajero-plataform...
Jul 29, 2016 · Gracias por aplicar al anuncio de empleo Cajero / plataformista, en Grupo financiero improsa × Compartir anuncio de empleo Anuncio de empleo no disponible Este anuncio de empleo ya no está disponible.
Peer comments on this reference comment:

agree AllegroTrans
3 hrs
agree patinba : Great ref, but you will note that almost all the tasks indicated are not those of a teller (basically paying out and receiving) The two jobs are of a similar category and are related because they are "frontline" but involve different activities.
17 hrs
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