BMO
This Retail Banking Sales & Service role at BMO delivers exceptional financial solutions to customer prospects and existing accounts by identifying needs and offering tailored advice on banking, investments, and lending. Candidates proactively engage clients, manage credit recommendations, and ensure strict compliance with legal, regulatory, and risk management frameworks to safeguard assets. The position involves collaborating within branch teams to enhance the customer experience and drive business growth through various sales and service channels.
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BMO.
4% above the average for this role
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025