Castro v. Bank of America, Nat. Assn. CA2/4

CourtCalifornia Court of Appeal
DecidedNovember 6, 2020
DocketB294396
StatusUnpublished

This text of Castro v. Bank of America, Nat. Assn. CA2/4 (Castro v. Bank of America, Nat. Assn. CA2/4) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Castro v. Bank of America, Nat. Assn. CA2/4, (Cal. Ct. App. 2020).

Opinion

Filed 11/6/20 Castro v. Bank of America, Nat. Assn. CA2/4 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION FOUR

RITA CASTRO, B294396

Plaintiff and Appellant, (Los Angeles County Super. Ct. No. BC664647) v.

BANK OF AMERICA, NATIONAL ASSOCIATION et al.,

Defendants and Respondents.

APPEAL from a judgment of the Superior Court of Los Angeles County, Steven J. Kleifield, Judge. Affirmed. Law Offices of Victor L. George, Victor L. George, Wayne C. Smith and Elvis Tran; Esner, Chang & Boyer and Shea S. Murphy for Plaintiff and Appellant. Davis Wright Tremaine, Camilo Echavarria, and Elizabeth J. Carroll for Defendants and Respondents. INTRODUCTION In January 2017, respondent Bank of America, N.A. (the Bank) fired appellant Rita Castro, the Financial Center Manager of its Tarzana financial center, after concluding that Castro had abused and bullied employees at the financial center. Castro subsequently sued the Bank, respondent Andrew Downes Ah Moo (her former supervisor), and respondent Brian Jones (her second-level supervisor). The operative complaint claimed her termination was the result of impermissible discrimination based on her age, gender, and disability, and was retaliation for reporting improper sales practices. The trial court granted respondents’ motion for summary judgment, finding that while Castro had made a prima facie case for age discrimination and retaliation, she had made an insufficient showing to overcome the Bank’s proffer of legitimate reasons for her termination. On appeal, Castro challenges the court’s ruling, arguing that the evidence she presented raised triable issues of material fact whether her termination resulted from impermissible discrimination or retaliation. We affirm.

STATEMENT OF RELEVANT FACTS

A. Background Castro was born in November 1950 and has suffered from rheumatoid arthritis (RA) since approximately 2005. Prior to her termination in January 2017, she had been

2 employed by the Bank for over 30 years. Starting in 2010, she managed the Bank’s financial center in Tarzana, holding the title of Financial Center Manager (FCM). She was an at- will employee. Castro underwent multiple surgeries while employed by the Bank. In 2011, she had rotator cuff surgery. In 2014, she had surgery on her left foot. In 2015, she had another surgery on her left foot. She also had both knees replaced at different times. For each surgery, she either took medical leave or elected to use her vacation time.1 Castro expressed no concerns with how the Bank handled her time off for surgeries. Because of Castro’s RA, she had trouble using an iPad that employees used to help direct customers who entered the financial center. When customers entered the lobby, an employee would ask for their name or debit card and enter this into an iPad the employee was holding. The iPad would display the customer’s history and accounts with the Bank, helping the employee direct the customer to whomever could assist them. Castro had trouble holding the iPad, so when she was directing customer traffic, she would instead go to her computer to input the customer’s name or debit card, and direct the customer thereafter. Castro was not required to be the employee directing customer traffic; as the FCM, she had the authority to delegate the task to others.

1 Castro testified that using vacation time to undergo surgery was her decision, not one requested by the Bank.

3 From August 2015 to July 2016, respondent Andrew Downes Ah Moo (Downes) supervised several banking centers, including the one in Tarzana. While his office was not located in the Tarzana center, Downes was Castro’s supervisor. During the period he supervised her, she claims he made the following comments to her:

–He asked whether she wanted to transfer to a smaller branch because she was “‘getting older and it might be easier.’”

–When Castro stated she did not remember a certain customer, he asked her, “‘What’s wrong with your memory?’”

–He commented she would be carried out of the Bank “‘feet first.’”

–He asked why she could not get along with millennials.

–He asked why she was not using the iPad.

–He asked, “‘How many more surgeries can you have?’” and once said, “‘Come here, gimpy’” when she was limping.2

2 Castro testified at deposition that she did not hold the “gimpy” comment against Downes and thought Downes might be joking.

4 Castro claimed that after Downes began supervising her in 2015, she was “marginalized.” She was no longer invited to town hall meetings or “roundtables,” where six to eight managers in a region would be asked to meet with senior managers. She also stopped receiving perks, such as tickets to baseball games or concerts. She claimed her age was a “big joke” at any Bank events, though she admitted she herself frequently said she would not retire until she was 100 years old, and they would have to carry her out of the workplace. In July 2016, Downes transferred to a different market and no longer supervised Castro. He had no interaction with her after his transfer, and had no involvement in her discharge or the investigation preceding it. Thereafter, Sai Savant became Castro’s supervisor. Respondent Brian Jones was Castro’s second-level supervisor. Castro claimed that Jones also asked her why she was not using the iPad and, when Castro explained that her RA prevented her from doing so, he responded, “‘Oh, so you’re missing sales opportunities.’” Castro alleged that “[e]very time” senior management visited her financial center, they would ask her why she was not using the iPad and she would explain about her RA. Castro was never disciplined for not using the iPad, and the issue never arose in her performance reviews. Also working at the Tarzana center was Michael Sanchez, who at the time of the incident held the title of Market Sales Manager and managed the personal bankers. Castro testified at deposition that Sanchez had said to her a

5 few times, “‘I don’t know how you’re able to do this. Look how swollen your hands are.’”

B. The Incident On September 14, 2016, Castro, Eugene Karachun (a relationship manager working at the Tarzana center), and three other employees were meeting in an office, regarding a dispute Karachun and another employee were having. Video footage of this meeting shows that approximately six minutes into the meeting, Castro emerged from behind the desk in the room and walked toward the door. Before she reached it, she turned around, approached an employee, and waved her fist at her. She then turned toward Karachun and waved her fist in his direction.3 Karachun then left the room. After a pause, Castro walked toward the door and, upon reaching it, fell to the ground. While the footage contained no audio, Castro alleged that in response to a request to spit out his gum, Karachun responded, “It’s always got to be your way or fuck off.”

C. The Investigation Two days later, Castro reported the incident to advice and counsel, the Bank’s equivalent of a human resources department. Castro also reported other concerns regarding

3 While Castro claimed she could not form a fist and the Bank did not dispute this, we have reviewed the video footage and Castro’s hand does, indeed, appear to be balled into a fist. In any event, the video depicts Castro twice raising her hand in a threatening gesture.

6 Karachun’s conduct and attendance and stated she feared him.

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Bluebook (online)
Castro v. Bank of America, Nat. Assn. CA2/4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/castro-v-bank-of-america-nat-assn-ca24-calctapp-2020.