BMO
A Retail Banking Sales & Service representative at BMO delivers exceptional financial guidance to customers and prospects, identifying needs for banking, lending, and investment solutions. The role involves proactively engaging clients to recommend tailored products, managing relationships across various channels, and ensuring strict compliance with regulatory lending standards. This position requires a collaborative approach within the branch environment while protecting the bank's assets through sound risk management practices.
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.
3% 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
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