Skip to main content

iRubric: Simples Sales Process and EDD rubric

find rubric

edit   print   share   Copy to my rubrics   Bookmark   test run   assess...   delete   Do more...
Simples Sales Process and EDD 
Fiserv Premier Navigator Maintenance
Rubric Code: MAA86X
By fcbtrainer
Ready to use
Public Rubric
Subject: Vocational  
Type: Assessment  
Grade Levels: (none)

Powered by iRubric Simple Sales Process/EDD
  Good

1 pts

Cash In/Out

Good

Based upon mock account opening, Personal Banker correctly identifies Cash In and Cash Out.
Wire In/Out

Good

Based upon mock account opening, Personal Banker correctly identifies Wire In and Wire Out. Purpose is stated, if applicable.
Monetary Instrument

Good

Based upon mock account opening, Personal Banker correctly identifies use of Monetary Instruments.
ACH In/Out

Good

Based upon mock account opening, Personal Banker correctly identifies ACH In and ACH Out. Source is stated, if applicable.
ATM

Good

Based upon mock account opening, Personal Banker correctly identifies expected ATM use.
General

Good

Based upon mock account opening, Personal Banker correctly identifies General needs questions.
Financial Institution Specific

Good

Based upon mock account opening, Personal Banker correctly identifies answers to financial institution specific questions.
Role Play

Good

Personal Banker participates in a role play activity as a PB opening a new account for a new customer.
Value vs. Rate

Good

During role play the Personal Banker asks the customer if he/she is looking for a better rate or value.
Open-Ended Questions

Good

During role play the Personal Banker asks at least 5 open-ended questions.




Subjects:

Types:

Discuss this rubric




Do more with this rubric:
Preview

Preview

Preview this rubric.
Edit

Edit

Modify this rubric.
Copy

Copy

Make a copy of this rubric and begin editing the copy.

Print

Print

Show a printable version of this rubric.
Categorize

Categorize

Add this rubric to multiple categories.
Bookmark

Bookmark

Bookmark this rubric for future reference.
Assess
Test run

Test run

Test this rubric or perform an ad-hoc assessment.
Grade

Grade

Build a gradebook to assess students.
Collaborate

Collaborate

Apply this rubric to any object and invite others to assess.
Share
Publish

Publish

Link, embed, and showcase your rubrics on your website.
Email

Email

Email this rubric to a friend.
Discuss

Discuss

Discuss this rubric with other members.
 

Do more with rubrics than ever imagined possible.

Only with iRubrictm.

n243