BMO
The Private Banking Officer, Private Wealth role supports the delivery of an exceptional customer experience to private banking clients by providing courteous, knowledgeable, and professional service. The position involves identifying client needs, matching them with appropriate products or services, and collaborating with branch and regional teams to make referrals. The role ensures compliance, operational effectiveness, and timely resolution of client inquiries while maintaining detailed knowledge of private banking services and offerings.
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.
BMO to sell 138 U.S. branches to First-Citizens Bank, then open 150 more, mainly in California
Oct 16, 2025