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How to write your Banking Services Proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.


Proposal Pack includes everything you need to get started now

  • This sample proposal plus
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  • All templates in this design
  • Basic contracts and invoices
  • Financial calculators
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  • Customize with your logo

Screenshots of 4 of 10 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Financial #5 Title Page

Proposal Pack Financial #5 Body Page
Proposal Pack Financial #5 Body Page
Proposal Pack Financial #5 Back Page

1. Get a Proposal Pack such as Financial #5

This sample was created using the design theme Proposal Pack Financial #5. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Banking Services Sample Proposal in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Banking Services Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Banking Services Sample Proposal is an example of a proposal using Proposal Pack to pitch banking services.

This is a good example to follow for anyone proposing financial related services.

Anyone proposing banking services or in the banking industry.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Banking Services Sample Proposal - The Narrative

Banking Services for the City of Gold Prairie

Centre Plains Bank is pleased to present this proposal in response to your RFP for banking services for the city of Gold Prairie. As you know, we have been a well respected institution in Gold Prairie for more than 20 years, and we believe you’ll be pleased with our services. We look forward to meeting with you soon to begin our new partnership. Centre Plains Bank looks forward to providing you with all of your banking needs.

Based on our initial interview we have outlined the core services and issues that need to be covered. We will meet next week to discuss the details and get you started with a comprehensive banking services plan that will meet all of your needs. Centre Plains Bank will provide the following account services to the town of Gold Prairie, Kansas.

Online Account Access and Online Payment Services We offer 24 hour, 7 day per week online account access, with the ability to assign payments to vendors and set payment transfer dates. Bank Counter and ATM Deposit Services Deposits can be made during regular business hours at our bank counter and at any time through the ATM. Check Imaging All checks will automatically be imaged and kept on file for seven years. Bank Counter and Online Wire Transfers Wire transfers can be initiated at the bank counter during regular business hours, or online at any time.

Direct Deposit Services Direct deposit can be set up for all regularly deposited monies. Rapid Account Reconciliation Deposits will be credited immediately to the account, with verification within 24 hours of every deposit. Stop Payments Stop payments may be requested at the bank counter or online for one or more checks.

Vault Services Cash may be deposited in our vault during regular bank business hours. The bank will provide bags for cash. All amounts deposited before 2pm will be credited in the ledger on the same day; deposits made between 2pm and 5pm may be delayed until 12 noon on the next day.

Reporting Services Centre Plains Bank offers monthly, quarterly, and annual reporting services. See the Reporting page for more information. Lockbox Services The bank will reserve two large lockboxes for the town’s use.

Access to lockboxes will be provided during regular banking hours, and individual desiring access must have lockbox key and valid ID matching a name on an approved list provided by the city. Investment Services. The bank offers various investments. See the Investment Services page for more information.

Detailed descriptions of all services and full text of all contracts are available on our website. Centre Plains Bank is proud to offer the following investment opportunities to the city of Gold Prairie, Kansas. Certificates of Deposit. The bank offers a variety of FDIC insured CDs. These vary in length of investment required and interest rates.

Please see our website for our current offerings. Money Market Funds. We offer a money market fund to our clients, with a fluctuating yield. Our money market fund is insured up to $250,000 by the FDIC. Please see our website for the current yield.

Savings. We offer savings accounts to our clients, with a fluctuating yield. Our savings accounts are insured up to $250,000 by the FDIC. Please see our website for the current yield. Mutual Funds. We offer a variety of respected mutual funds to our clients.

Note that mutual funds are not insured and mutual fund investments may decline in value. Please see our website for the current offerings. Our investment experts are always on hand to help officials determine which investments are right for the city.

In the event of a disaster, we are well positioned to recover quickly. You are protected in the following unlikely events. Damage to Bank Facilities. In the unlikely event that our facilities are damaged or rendered useless by a natural or man made disaster, we can quickly recover all data and operate from a new location.

All bank records are backed up on an hourly basis, with backup tapes stored in a secure offsite location. Bank Robbery. All checking, savings, CDs, and money market funds are insured up to $250,000 by the FDIC and will be replaced as soon as possible by that federal agency. Financial Crisis. All checking, savings, CDs, and money market funds are insured up to $250,000 by the FDIC and will be replaced as soon as possible by that federal agency.

Your funds are safe with us. In addition to automated daily balance reporting, Centre Plains Bank offers the following reporting services. Monthly Account. Statements Account statements for the previous month will be available online on the second business day of each month, and printed statements will be mailed on the fifth business day of each month.

Check images will be available online or by request at the counter. Quarterly Reporting. We offer quarterly reporting for state and federal tax purposes. Annual Reporting. We offer annual reporting for state and federal tax purposes. Selected special reports can be generated on request from our system.

Please see our website for more information. Centre Plains Bank will receive compensation for its banking services to Gold Prairie township in the following ways. Required Checking Account Balance Minimum of $25,000 If balance dips below this minimum, a 1% monthly fee will be assessed for the account.

$30 Outgoing Wire Transfer Fee A $30 thirty dollar fee will be charged for each outgoing wire transfer. 1.5% Foreign Currency Conversion Fee 1.5% of the total currency converted will be assessed per transaction. $20 Stop Payment Fee A $20 stop payment fee will be assessed for each transaction. Up to five checks may be stopped at the same time for the same fee.

Credit Card Fees A 1% fee is charged by the credit card company for withdrawing cash with a credit card, and annual fees currently 9% are charged on amounts owed. These fees are assessed by the credit card company, not by the bank, but the bank receives compensation from the credit card company for use of the cards. Returned Check Fee Any checks returned for insufficient funds will incur a $25 fee. We believe you’ll find all our fees to be quite reasonable.

Business proposal example What Our Clients Say

I used this product to do a bid packet. It was the first one I ever had to do. This package was very helpful. It guided you through each step easily and effectively. I would recommend this product for all."

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Length of Sample

10 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Table of Contents, Disaster Recovery Plan, Investment, Reporting, Services Provided, Compensation, Back Page.

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

These template layouts are related to this sample

The following related templates are also included in Proposal Pack with this sample:

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • RFP response
  • Financial, investment, legal proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Financial #5. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.

Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Accounting #1
Business Proposal TemplatesProposal Pack Classic #18
Business Proposal TemplatesProposal Pack Financial #4
Business Proposal TemplatesProposal Pack Symbols #11

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Financial #1
Business Proposal TemplatesProposal Pack Financial #2
Business Proposal TemplatesProposal Pack Financial #3
Business Proposal TemplatesProposal Pack Symbols #6

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Key Takeaways

  • The Banking Services Sample Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.

Frequently Asked Questions

How do I customize the Banking Services Sample Proposal to fit my specific project or business?

If you purchase the Banking Services Sample Proposal as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into the Banking Services Sample Proposal?

While the Banking Services Sample Proposal is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of the Banking Services Sample Proposal?

If you need help understanding or modifying a section of the Banking Services Sample Proposal, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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You can create countless variations on the Banking Services Sample Proposal with a Proposal Pack template library and Wizard software.
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