BMO
This role involves providing financial solutions and exceptional customer service to small business clients, helping them achieve their goals through business banking products and strategies. The Specialist will engage in needs-based conversations to identify and recommend appropriate financial solutions, including credit cards, lending, and cash management services. The position requires strong interpersonal and problem-solving skills to build rapport and address customer inquiries efficiently.
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