BMO
A Personal Banking Representative at BMO provides in-branch customer service and financial guidance, identifying client needs and recommending tailored banking solutions. The role supports everyday banking, retail investments, lending and home financing, and may originate consumer loans where required. It involves community outreach and collaboration with branch and bank partners to drive business objectives and customer satisfaction.
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
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