At a Glance
- Tasks: Shape actionable insights for commercial banking and collaborate with product teams.
- Company: Join a dynamic team at Codat, reshaping commercial banking with innovative solutions.
- Benefits: Enjoy a hybrid work environment, competitive salary, and opportunities for personal growth.
- Other info: Be part of a close-knit team that values collaboration and celebrates achievements.
- Why this job: Make a real impact in banking by leveraging your expertise to drive innovation.
- Qualifications: Experience in commercial banking and ability to translate insights into product requirements.
The predicted salary is between 70000 - 90000 £ per year.
Every business deserves a bank that truly understands them. We're building the advisory intelligence platform that makes that possible. Come help us. We're a lean, close-knit team in build mode, where every contribution truly makes a difference. Each day, we prioritize collaboration, fostering open communication and a collective passion for what we do. We believe in enjoying the journey, celebrating our achievements, and supporting one another's growth every step of the way.
Our Values
- Stay curious: Better decisions start with understanding the 'why'.
- Progress over polish: We move things forward, make clear calls, and learn through action and feedback.
- Own it: We challenge openly, commit fully, and own every outcome - good or bad.
At Codat, our mission to reshape how banks understand their business customers hinges on one crucial element: our people. We're building a team of exceptional individuals who are passionate about innovation and driven to make a real impact. It's their talent, dedication, and collaborative spirit that truly empowers us to connect the world's business data and unlock opportunities for millions.
About Codat
Codat is an advisory intelligence solution purpose-built for modern commercial banking. Through rich, specialized data, forward-looking insights, and integrated workflows, Codat empowers banking teams to deepen their relationships, grow their revenue, and simplify their day-to-day work. Founded in 2017 and backed by JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat has successfully powered over 350,000 connections to business customers' financial systems - and is trusted by industry leaders to turn scattered information into actionable, strategic advantages in real time, every time.
Location: London
Employment Type: Full time
Location Type: Hybrid
Department: Product
Who are we looking for?
We are looking for a deeply experienced commercial banking practitioner to join Codat as we build the Advisory Intelligence layer for commercial banking. You will be the voice of the banker inside our product organization - the person who knows, from years of first-hand experience, how relationship managers and treasury officers actually serve their clients, where the revenue lives in a commercial banking book, and what an insight has to look like before a banker will act on it.
The Role
- Design actionable insights: Work hand in hand with Product Managers to deliver the substance of the insight modules our Banking Context Engine delivers - defining what signals matter across Treasury & Payments, FX, supply chain finance, working capital and lending, what a banker needs to see to act, and what 'actionable' genuinely means in the context of a client conversation.
- Be the voice of the banker: Bring the daily reality of commercial bankers and treasury management officers into every product decision - coverage models, portfolio reviews, pre-call preparation, annual pricing conversations, cross-sell motions - so that what we build fits how banks actually work rather than how outsiders imagine they work.
- Consult into the product build: Actively collaborate with our product and engineering teams as they build the Banking Context Engine and its MCP integration with Microsoft Copilot, translating banking domain knowledge into concrete requirements, evaluation criteria, and quality bars for generated insights.
- Support GTM as the banking SME: Join sales conversations, demos, and executive meetings with prospect and customer banks as the credible domain expert in the room. Support discovery by speaking the language of bank product heads, treasury management leaders and commercial banking executives, and help our GTM team pressure test messaging against how banks really buy.
- Sharpen how banks measure value: Help build the ROI narratives that connect Codat's insights to outcomes banks care about - fee revenue growth from the existing book, expanded coverage without added headcount, and client retention against fintech encroachment.
- Build institutional knowledge: Codify what you know - banker workflows, product economics, org structures, buying dynamics - into reusable assets that raise the banking fluency of the whole company.
What you'll bring to the team
- 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.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Banking Product Strategist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Codat. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Commercial Banking Product Strategist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Codat.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Codat's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Codat
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Codat.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Codat will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Codat employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
