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Banking Services Sample Proposal
Banking Services Sample Proposal
This sample is included in Proposal Pack Symbols #5
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This 'flip-book' sample is for our web site illustration purposes only. The actual sample is delivered in the retail products as an Adobe Acrobat PDF document. Proposal Kit products do not include this 'flip-book' style presentation.
Get the complete copy of the banking services proposal sample and the extra material you need to create your own unique proposal. This sample is included as a free bonus in every Proposal Pack and Proposal Kit Professional product.

Read this article for more ideas on how to write this type of proposal: How to Write a Financial Services Business Proposal

Using Proposal Pack, you can write your own custom banking services proposal tailored specifically to your needs. Use this sample as a model: the pages are completely customizable, so you can add your own text and logo. To change the look, just choose a different Proposal Pack design - this banking services proposal sample is included in all Proposal Packs. You can also expand on this sample by adding more topics from the Proposal Pack.
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Software > Computer Software > Business & Productivity Software
Price:
$79 USD
Code:
00810013020601-A161A161
 
 
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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.
Length of Sample: 9 Pages

There are thousands of proposal topics to choose from in Proposal Pack. This sample uses the following set of Proposal Pack topics: Cover Letter, Title Page, Table of Contents, Disaster Recovery Plan, Investment, Reporting, Services Provided, Compensation.
There are 165 complete sample proposals including this one in Proposal Pack.

The following related samples are also included in Proposal Pack:
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
This sample was created with Proposal Pack Symbols #5

Out of the over 300 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Business Proposal TemplatesProposal Pack Financial #1
Business Proposal TemplatesProposal Pack Symbols #6
Business Proposal TemplatesProposal Pack Financial #2
Business Proposal TemplatesProposal Pack Financial #3
Business Proposal TemplatesProposal Pack Financial #4
Business Proposal TemplatesProposal Pack Accounting #1
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.
Sample business proposals are completed proposal examples you can use as a guide when writing your own unique business proposal. Sample business proposals illustrate how a collection of proposal templates from one Proposal Pack design was assembled together into a framework and the details filled in to complete the proposal. The Wizard proposal software includes this sample proposal as one of its business situations you can quickly create your own proposal from using a graphic design theme of your choice.

Banking Services Sample Proposal

February 20xx Gwendolyn Beaulieu Treasurer City of Gold Prairie KS P.O. Box Gold Prairie KS Dear Ms. Beaulieu 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 well respected institution in Gold Prairie for more than years and we believe you’ll be pleased with our services.

We look forward to meeting with you soon to begin our new partnership. Sincerely Dale Pendery Sr. Vice President Centre Plains Bank 555 555 5555 ext. Dpendery@CentrePlainsBank.com www.CentrePlainsBank.com

Centre Plains Bank 1503 Main Street Gold Prairie KS 67200 PH 555 555 5555 FX 555 555 5556 www.CentrePlainsBank.com

Banking Services for the City of Gold Prairie Proposal Number. 3823 www.CentrePlainsBank.com Prepared for. Gwendolyn Beaulieu Treasurer Prepared by. Dale Pendery Sr. Vice President February 20xx 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 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 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 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 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 name on an approved list provided by the city. Investment Services The bank offers various investments. See the Investment Services page for more information. Notes 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 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 money market fund to our clients with fluctuating yield. Our money market fund is insured up to $250 by the FDIC. Please see our website for the current yield. Savings We offer savings accounts to our clients with fluctuating yield. Our savings accounts are insured up to $250 by the FDIC. Please see our website for the current yield. Mutual Funds We offer 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. Summary Our investment experts are always on hand to help officials determine which investments are right for the city. In the event of 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 natural or man made disaster we can quickly recover all data and operate from new location. All bank records are backed up on an hourly basis with backup tapes stored in secure offsite location. Bank Robbery All checking savings CDs and money market funds are insured up to $250 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 by the FDIC and will be replaced as soon as possible by that federal agency. Summary 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.

Notes 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 If balance dips below this minimum 1% monthly fee will be assessed for the account. $30 Outgoing Wire Transfer Fee $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 $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 1% fee is charged by the credit card company for withdrawing cash with 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 $25 fee. Summary We believe you’ll find all our fees to be quite reasonable.

How to write my Investment document (template originally used to create this sample)

Use the Investment template to describe your plans for making strategic investments that will improve the profitability of your organization or that of your client. You could also use this template to describe past investments you have made or investments that you are recommending to client. To fill in the fields below state the investment you have made or plan to make. For example this might be " Funding Research for New Cancer Treatment Drug" or " Shares of XYZ Stock. " Then fill in the details about that investment. To describe investments that others have made in your project or organization use the Investors template. Investment #1 Details. Describe any pertinent details about the investment such as how many positions were funded types of equipment purchased or types of stocks or bonds. Funding. Describe the cost of this investment and where that money came from. Purchase Date. Describe the past or proposed purchase date. Expected Benefits. Insert details of the benefits you expect to receive from this investment and when you expect to receive them. Notes. Insert any other important details such as loan payback schedules time limits dependencies on other elements etc.

Investment #2 Details. Describe any pertinent details about the investment such as how many positions were funded types of equipment purchased or types of stocks or bonds. Funding. Describe the cost of this investment and where that money came from. Purchase Date. Describe the past or proposed purchase date. Expected Benefits. Insert details of the benefits you expect to receive from this investment and when you expect to receive them. Notes. Insert any other important details such as loan payback schedules time limits dependencies on other elements etc.

Writing the Reporting document (template originally used to create this sample)

Company name recognizes that timely efficient reporting is needed to share information review status and make plans for successful completion of projects; and we propose the following strategy to make this happen. Use the Reporting template to discuss your ideas about what sort of reporting should be done by whom how often and in what form. To fill in the Categories below state general category such as " Weekly Status Report" or " Incident Report" and then describe your plans for that type of report. Report Category #1 Purpose. Describe the purpose of this report. Schedule. Insert specific dates and times cycle e. g. " Every Monday at a. m. " or occasion for the report e. g. " An Accident Report must be completed within hours after any on site accident" Report Creator. Insert name or title of person responsible for creating the report. Deliver to. Insert the names or titles of people this report should go to. Report Format. If you have standard form to fill out for this type of report or you want it delivered in particular format insert that information here. For example you might say " Microsoft Excel Spreadsheet posted on XXSERVER" or " No written report; deliver information in person to manager. "

Notes. Insert any other important information about the report such as data it must include tasks that must be finished before or after creating or delivering the report information security issues etc. Report Category #1 Purpose. Describe the purpose of this report. Schedule. Insert specific dates cycle e. g. " Every Monday at a. m. " or occasion for the report e. g. " An Accident Report must be completed within hours after any on site accident" Report Creator. Insert name or title of person responsible for creating the report. Deliver to. Insert the names or titles of people this report should go to.

Report Format. If you have standard form to fill out for this type of report or you want it delivered in particular format insert that information here. For example you might say " Microsoft Excel Spreadsheet posted on XXSERVER" or " No written report; deliver information in person to manager. " Notes. Insert any other important information about the report such as data it must include tasks that must be finished before or after creating or delivering the report information security issues etc.

A Document from Proposal Pack

The complete Banking Services Sample Proposal - with the actual formatting, layout and graphics - is available in the retail Proposal Pack.
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Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.