BMO
This role involves proactively building and managing a portfolio of mass affluent clients across multiple branch locations as their primary trusted advisor. The professional must utilize a consultative sales process to uncover financial needs, provide tailored solutions, and achieve sales targets while ensuring regulatory compliance. Responsibilities include mentoring branch personnel, educating clients on digital banking options, and executing quality review meetings for relationship expansion.
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.
19% 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