BMO
A Retail Banking Sales & Service professional at BMO delivers exceptional service to customers and prospects by identifying financial needs and providing tailored solutions across lending, investments, and everyday banking. The role involves proactively engaging clients, offering advice on digital options, and ensuring compliance with legal and regulatory requirements to safeguard assets. Key duties include managing credit recommendations, resolving consumer audit issues, and collaborating within branch teams to achieve business objectives.
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.
5% 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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