ANDREWS v. PNC NATIONAL BANK, N.A.

CourtDistrict Court, W.D. Pennsylvania
DecidedOctober 6, 2022
Docket2:19-cv-01631
StatusUnknown

This text of ANDREWS v. PNC NATIONAL BANK, N.A. (ANDREWS v. PNC NATIONAL BANK, N.A.) is published on Counsel Stack Legal Research, covering District Court, W.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
ANDREWS v. PNC NATIONAL BANK, N.A., (W.D. Pa. 2022).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF PENNSYLVANIA

MARCHELE ANDREWS, ) ) No. 2:19-cv-1631-RJC Plaintiff, ) ) vs. ) Judge Robert J. Colville ) PNC NATIONAL BANK, N.A., ) ) Defendant. ) ) MEMORANDUM OPINION Robert J. Colville, United States District Judge. Plaintiff Marchele Andrews alleges that her former employer terminated her because of her race. She asserts claims for retaliation and discrimination under Title VII of the Civil Rights Act of 1964, 42 U.S.C. §§ 2000e-2, 2000e-3. Defendant PNC Bank, N.A.1 filed a Motion for Summary Judgment (ECF No. 33) on all of Andrews’ claims. As discussed more fully below, PNC’s motion will be granted-in-part and denied-in-part. I. BACKGROUND A. Factual Background2 PNC hired Andrews, who is African American, as a Customer Service Representative (“CSR”) IV in April 2010. Defs.’ Concise Statement of Facts Not in Dispute ¶¶ 1–2. (ECF No. 34) (“Defs.’ SOMF”). Andrews reported to Client Solutions Manager Pam Bandi, who reported to Senior Client Manager Jane McLaughlin. Id. ¶ 3. Andrews was also directly supervised by

1 PNC contends that it is incorrectly named in the caption. For purposes of this opinion, this Court refers to the Defendant simply as PNC. 2 Facts discussed in this section are not in dispute unless otherwise noted. Becky Burke, who was not a manager and could not hire, fire, promote, or discipline employees. Id. ¶ 4. However, Burke provided feedback and input to Bandi on the performance of CSRs and sat in on monthly meetings that Bandi held with CSRs, including Andrews. Id. ¶¶ 5, 48. In 2011, PNC combined two existing departments to create the Treasury Management Client Care department. Id. ¶ 21. Andrews was assigned to the Client Services Group within the

TMCC shortly after its creation. Id. ¶ 22. As a CSR within the TMCC, Andrews was generally responsible for responding to customer service requests by phone, e-mail, and chat. Id. ¶ 23. Requests for assistance could come from internal customers (i.e., from other branches within PNC) or external customers. Id. ¶ 23. CSR IVs like Andrews were expected to respond to more complex inquiries, to have advanced knowledge of PNC’s products and systems, to navigate multiple computer systems and applications, and to handle unresolved calls escalated from less experienced CSRs. Id. ¶ 24. PNC was initially satisfied with Andrews’ performance. Id. ¶ 29. Bandi gave Andrews ratings of “Achieves” and “Meets All Expectations” in her 2010 and 2011 performance reviews,

respectively. Id. ¶¶ 29–30. In her 2010 performance review, Bandi commended Andrews’ performance but recommended as areas for improvement that Andrews should “become more aware of voice tone on customer calls” and “continually ask for assistance.” Id. ¶ 29. At some point in 2012, Bandi asserts that she began receiving complaints about Andrews from internal and external PNC customers, many expressing that Andrews was rude and disrespectful on the phone. Id. ¶ 31. For her part, Andrews denies that she was rude and disrespectful to customers on the phone and cites her own deposition testimony denying that she could not recall specific complaints. Pl.’s Response to Def.’s Concise Statement of Facts Not in Dispute ¶ 31 (ECF No. 39) (“Pl.’s SOMF”); Def.’s App’x, in Supp. of its Mot. for Summ. J., Ex. B at 204:8–205:6 (ECF No. 36) (“Def.’s App’x”). Burke also reported to Bandi that Andrews was disrespectful to Burke and was not taking direction, instruction, or feedback about daily tasks. Def.’s SOMF ¶ 32. Andrews denies ever refusing to take direction from Burke. Pl.’s SOMF ¶ 32. When Bandi met with Andrews to discuss her concerns about Andrews’ performance, Andrews’ told Bandi that Burke was treating her differently than others in the department because

she is African American. Def.’s SOMF ¶ 33. Bandi escalated Andrews’ complaint to her supervisor, McLaughlin, who reported it to PNC’s Employee Relations department for investigation. Id. ¶ 34. Senior Employee Relations Investigator Jodie Fine-Sheriff investigated the complaint. Id. ¶ 35. Fine-Sheriff interviewed Andrews, who reported that Burke was biased against her, had trouble communicating with African American employees generally, did not invite Andrews or other African American employees to a group bowling event, talked down to her, and held her to a higher standard than her co-workers. Id. ¶ 36. Fine-Sheriff noted that both Andrews and Burke were being coached by Bandi about the need for professionalism in their interactions. Id. ¶ 37.

She also noted that all employees in the group received an invitation to the group bowling event via email. Id. Ultimately, she concluded that Andrews’ complaint was unfounded. Id. Andrews received her first verbal warning in December 2012 for being argumentative on the phone with customers (although she denies that she was ever rude or disrespectful). Id. ¶ 39; Pls.’ SOMF ¶ 39. Nevertheless, Bandi gave Andrews an overall performance rating of “Meets All Expectations” for 2012, noting that Andrews’ demonstrated some “improvement with maintaining a positive attitude with internal and external clients.” Def.’s SOMF ¶ 40. In March 2013, Andrews received a leadership evaluation from Bandi identifying areas for improvement. Id. ¶ 51. According to the evaluation, Andrews: “needed to maintain a positive attitude on all client calls; demonstrate a better understanding of customers’ needs ‘while putting a smile in [her] voice’; take ownership of her calls . . . rather than referring them to other departments; improve her overall product and procedure knowledge; improve her time

management and timely document her calls; and demonstrate leadership by gaining the confidence of her co-workers so that they would look to her for assistance.” Id. Andrews denied that she needed to improve in these areas. Id. ¶ 52. Bandi gave Andrews a second and third verbal warning in May of 2013 (one for reported incidents of being argumentative with customers on the phone and another for failing to timely document her calls). Id. ¶¶ 53, 55. Andrews called PNC Employee Relations to voice her disagreement with the verbal warnings and to complain that Bandi was upset with her for that disagreement. Id. ¶ 56. Andrews was advised to discuss the issue with Bandi. Id. In November 2013, Bandi gave Andrews her fourth verbal warning for failing to meet goals

about the time amount of time she was required to be logged in and taking calls each day. Id. ¶ 57. Although PNC had put a process in place allowing CSRs to submit justifications when they could not meet the required time goals on a particular day, Andrews had not been submitting justifications. Id. In January 2014, Andrews received an overall performance rating of “Meets Some Expectations” (the second lowest of five ratings) for the year 2013. Id. ¶ 58. Bandi’s feedback focused on Andrews need to improve her timeliness in resolving issues and her attitude when dealing with customers. Id. ¶ 60. In her deposition, Andrews disagreed with the substance of the performance rating and criticized Bandi for her inability to clearly explain her feedback. Pl.’s SOMF ¶ 61. Andrews received a fifth verbal warning in January 2014 for failing to meet goals related to the time she was required to be logged each day. Id. ¶ 62. Andrews received her first written warning from Bandi in March of 2014. Id. ¶ 63. The warning cited her “continued failure to meter her phone goals or provide timely justifications of shortages . . . .” Id. Andrews refused to sign the warning and called Employee Relations to again

complain that she was being held to a higher standard because of her race. Id. ¶¶ 63–64. Fine- Sheriff investigated and again found Andrews’ complaints unfounded. Id. ¶ 65.

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