Community Bank
Business Proposal
Community Bank One Page Business Proposal
This One Page Business Proposal Template is built for community banks and local lenders who need to pitch relationship-first banking services quickly and clearly.
What is included in the product
Written One Page Business Proposal in Word
The Microsoft Word version includes an editable one-page layout, pre-written sections, and styles for branding, layout, and client-specific customization.
Customizable Excel Spreadsheet
The Excel version delivers a financial snapshot sheet with formulas for revenue, net interest spread, fees, and ROI calculations.
Professionally Pre-Written & Editable
This one-page proposal is pre-written by finance and banking experts, ready to edit so you save time and maintain a professional tone-defintely a head start.
Strategic One-Page Layout
The one-page format presents problem, solution, market, financials, and ask in a single view so decision-makers see the full case at a glance.
High Visual Impact
Design elements-clean typography, white space, and simple icons-improve readability and make financials and key metrics pop for nontechnical stakeholders.
Industry-Specific
The template includes a completed sample tailored to a community bank scenario so you see tone, structure, and realistic loan/deposit positioning instantly.
Optimized for Speed & Efficiency
The template is built to produce a compelling proposal in minutes, removing startup friction and helping loan officers and execs respond fast to opportunities.
Editable in MS Word & Google Docs
Edit easily in Microsoft Word or Google Docs for offline work, real-time collaboration, and version control across your team.
Fully Compatible with Pitch Decks
Use the one-page proposal as a concise leave-behind or appendix that echoes your pitch deck messaging and provides a quick financial snapshot.
Financial & Value Snapshot Section
Includes an optional financial snapshot section to show net interest income (spread between loan and deposit rates), fee revenue, and simple ROI figures for proposed loans.
Brand-Ready and Client-Focused
The template is easy to brand with logos, colors, and tone so proposals feel local, trustworthy, and aligned with client expectations.
How to Use the Template
Download
After your purchase, simply download the files and open them with your preferred software, such as Microsoft Office or Google Docs. No special setup or technical expertise required-just get started right away.
Customize
Update any details, text, or numbers to reflect your specific business idea or scenario. The templates are fully editable, allowing you to personalize content, add or remove sections, and adjust formatting as needed.
Save & Organize
Once your templates are customized, save your final versions in your preferred folders or cloud storage. Organize your files for quick access and future updates, making it easy to keep your business documents up to date.
Share or Present
Export, print, or email your finalized files to showcase your document. Present your professional documents in meetings or submissions, supporting your business goals and decision-making process.
Related Blogs
- Startup Costs: How Much Capital Do You Need To Launch A Community Bank?
- How to Launch a Community Bank: 7 Steps to Regulatory Approval and Profitability
- How to Write a Community Bank Business Plan (7 Steps)
- 7 Critical KPIs to Guide Community Bank Profitability
- How Much Does It Cost To Operate A Community Bank Monthly?
- How Much Do Community Bank Owners Typically Make?
- 7 Strategies to Increase Community Bank Profitability
Frequently Asked Questions
Its concise format saves time and clearly presents the value proposition, making loan approvals faster.