codat - Commercial Banking Product Strategist
Requirements
• Substantial first-hand experience inside commercial banking — as a treasury management officer or sales/product lead, commercial relationship manager, or commercial product manager serving mid-market and SMB clients • A working command of how commercial banks make money from operating relationships: treasury and payments fee structures, deposit economics, FX, card, supply chain finance and working capital products, and how these are priced, bundled and cross-sold • Deep familiarity with how banks organize coverage — RM and TMO territory models, portfolio segmentation, call planning, and the practical constraints that determine whether a client gets proactive advice or none at all • The ability to translate domain expertise into product requirements: you can tell a product team precisely why an insight will or won't land with a banker, and articulate what would change that • Credibility and composure in front of senior bank executives — you have sat across from (or been) the heads of treasury management, commercial banking or product at a significant institution, and can hold that room • Genuine curiosity about AI-assisted banking workflows — familiarity with copilot-style tools (e.g. Microsoft Copilot) and an informed point of view on where AI genuinely helps bankers. • Comfort operating in a fast-moving scale-up with significant opportunity to influence our future success
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