BMO
This role delivers exceptional service to BMO customers and prospects by identifying their needs and providing tailored financial solutions. The position involves proactively engaging with customers, conducting needs assessments, and recommending products such as everyday banking, investments, lending, and home financing. It also requires collaborating with branch teams and partners to achieve business objectives while ensuring compliance with risk management and regulatory requirements.
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