GLASSON v. CITIZENS BANK OF PENNSYLVANIA

CourtDistrict Court, E.D. Pennsylvania
DecidedJune 17, 2021
Docket2:19-cv-05023
StatusUnknown

This text of GLASSON v. CITIZENS BANK OF PENNSYLVANIA (GLASSON v. CITIZENS BANK OF PENNSYLVANIA) is published on Counsel Stack Legal Research, covering District Court, E.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
GLASSON v. CITIZENS BANK OF PENNSYLVANIA, (E.D. Pa. 2021).

Opinion

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

MEGHAN GLASSON CIVIL ACTION

v. NO. 19-5023

CITIZENS BANK OF PENNSYLVANIA

MEMORANDUM RE SUMMARY JUDGMENT Baylson, J. June 17, 2021 I. Introduction In this employment case, Plaintiff Meghan Glasson contends that Defendant Citizens Bank of Pennsylvania discriminated against her based on her gender and retaliated against her based on her complaints of unfair treatment. Defendant contends that it terminated Plaintiff due to her poor performance. Although there are some disputes of fact, even viewing those facts in the light most favorable to Plaintiff, she still does not have a claim. Therefore, Defendant’s Motion for Summary Judgment will be granted. II. Facts and Procedural History Plaintiff was employed by Defendant from May 14, 2004 until January 29, 2018. ECF 1, Compl. ¶ 22. Plaintiff was promoted from Branch Manager to Regional Manager in October 2015. ECF 30-1, Def. Statement of Undisputed Facts, “DSUF” ¶ 2. As a Regional Manager, Plaintiff was “responsible for supervising and driving the performance of a collection of individual bank branches within a geographic area.” DSUF ¶ 5. Citizens Bank uses a metric called profit and loss (“P&L”) to measure the financial performance of branches and regions, and to compare the relative performance of its Regional Managers. ECF 34, Pl. Resp. to Statement of Undisputed Facts, “PSUF” ¶¶ 8, 9. Regional Manager P&L rankings are reported based on “peer group,” which is a collection of regions based on the overall deposit size of the region. DSUF ¶ 11. a. Plaintiff’s First Year as Regional Manager During Plaintiff’s first year as a Regional Manager her supervisor was Retail Banking

Director Jeff Pearlberg, and she was in the $500 to $700 million peer group. DSUF ¶¶ 3, 12. For the first half of 2016, Plaintiff’s P&L ranking was 19th out of 21 regions. DSUF ¶ 16. Plaintiff still received an incentive bonus for this half of the year. PSUF ¶ 21. For the second half of 2016, Plaintiff’s P&L ranking was 20th out of 20 regions. DSUF ¶ 17. In her 2016 performance review, Plaintiff acknowledged that she “had an extremely tough P&L year.” DSUF ¶ 21. Mr. Pearlberg responded that he “agree[d] with [Plaintiff’s] overall assessment” and that “[f]inishing last in the full-year P&L is not good.” DSUF ¶ 21. Mr. Pearlberg still stated that he felt Plaintiff “ha[d] the clear skills to be a successful [Regional Manager].” DSUF ¶ 21. Plaintiff received a 3- rating “driven by her strong coaching skills, her accurate assessment of her BM situation, and the simple fact that this was her first full year as [a Regional Manager].” DSUF ¶ 23.

b. Plaintiff’s Second Year as Regional Manager During Plaintiff’s second year as a Regional Manager her supervisor was District Manager Jim Kerr. DSUF ¶ 4. Her peer group also changed. The new group included some branches from the previous group, but the majority were different. PSUF ¶ 13. The new group had a deposit range of $700 to $999 million. PSUF ¶ 13. In the first quarter of 2017, Plaintiff ranked 21st out of 23 regions. DSUF ¶ 25. At that point, in April 2017, Mr. Kerr issued Plaintiff a verbal warning. DSUF ¶ 26. He stated that Plaintiff “must show immediate and sustained improvement” including “improvement in P&L performance for your region.” DSUF ¶ 28. For the first half of 2017, Plaintiff’s ranking was 23rd out of 23. DSUF ¶ 18. Plaintiff states that this was due to a miscalculation, of which Mr. Kerr was aware, and that she should have been ranked 21st out of 23. PSUF ¶ 18; ECF 33, Opp’n 5. Then, in August 2017, Mr. Kerr gave Plaintiff a written warning, which Plaintiff contends was based on the inaccurate ranking. PSUF

¶ 33. Plaintiff met with Stephanie McGill, an Employee Relations Case Manager, to discuss her written warning. DSUF ¶ 44. Plaintiff told Ms. McGill that she felt Mr. Kerr was retaliating against her, and that it could have been due to her responses to a “climate survey.” PSUF ¶ 37. Citizens Bank conducts climate surveys to anonymously solicit feedback from employees regarding workplace concerns. DSUF ¶ 38. Plaintiff also expressed that she felt she had made improvements, but that Mr. Kerr had not provided guidance or clear expectations regarding what improvement was required. DSUF ¶ 48. Ms. McGill followed up on her meeting with Plaintiff and spoke with Mr. Kerr on August 21, 2017. DSUF ¶ 50. Mr. Kerr then decided to add more detail to the written warning and issued Plaintiff an amended written warning on August 31, 2017. PSUF ¶¶ 52, 53. The amended written

warning included additional examples of issues that Mr. Kerr and Plaintiff had previously discussed. PSUF ¶ 54. Plaintiff told Ms. McGill that she felt Mr. Kerr was targeting her “because all of these things mentioned happened before March and should not have been listed under current issues.” DSUF ¶ 56. For example, Plaintiff felt that poor results from a “spot check feedback” should not have been included in the written warning. PSUF ¶ 55. This “spot check feedback” arose around July 2017 and applied to Plaintiff, Andrew Charlton (another Regional Manager in Plaintiff’s peer group), and Jason Tamburro (another Regional Manager in a different peer group). DSUF ¶ 58. Mr. Kerr held a conference call at the time and informed all three of them of the issues raised in the feedback. DSUF ¶ 59. The Employee Relations case notes indicate that when Plaintiff complained to Ms. McGill regarding her treatment relative to Mr. Charlton and Mr. Tamburro, she stated that she could understand why Mr. Charlton would be treated differently because he was “fairly new,” but that Mr. Tamburro “had been there a lot longer” than Plaintiff. ECF 30-28, Def. Ex. 23, 2.

After Plaintiff expressed concern that she was not being given enough time to show improvement, Mr. Kerr told Plaintiff she had until the end of September 2017 to increase her quarterly ranking to the top half in her peer group, which would mean ranking at least 11th out of 23 in the third quarter. DSUF ¶ 64. In the third quarter rankings, at the end of September, Plaintiff was ranked 23rd out of 23. DSUF ¶ 66. However, thereafter, Plaintiff made some improvement. In a November 3, 2017 “flash ranking,” Plaintiff was ranked 13th out of 23. PSUF ¶ 68. On November 7, Plaintiff received a final written warning. DSUF ¶ 69. During the fourth quarter of 2017 another flash ranking placed her in 6th, before finishing the quarter ranked 16th. PSUF ¶¶ 69, 70. During January 2018, Mr. Kerr, Mr. Pearlberg, and Ms. McGill had multiple discussions

regarding Plaintiff’s termination where they acknowledged her improved performance. PSUF ¶¶ 73–75. Mr. Kerr and Ms. McGill stated that they ultimately decided to offer Plaintiff a Branch Manager position. DSUF ¶ 76. Plaintiff disputes that Mr. Kerr offered her the Branch Manager position. PSUF ¶ 78; Opp’n 11. She states that when she declined to resign her position as Regional Manager, Mr. Kerr fired her. PSUF ¶ 78. Plaintiff notes that five days prior to her termination on January 23, she was ranked 7th out of 23. Opp’n 12. The employee hired to replace Plaintiff was a woman. DSUF ¶ 81. c. Andrew Charlton Plaintiff attempts to demonstrate discrimination by comparing herself to Andrew Charlton. Mr. Charlton was promoted from Branch Manager to Regional Manager in February 2017. DSUF ¶ 82. He was in the same peer group as Plaintiff and also reported to Mr. Kerr. DSUF ¶ 82. Mr. Charlton’s ranking for the first and second halves of 2017 was 22nd out of 23. DSUF ¶ 84. In

Mr. Charlton’s first year end performance review, Mr. Kerr noted his low P&L ranking, but also acknowledged some progress. DSUF ¶ 87. The Employee Relations case notes, when discussing Plaintiff’s firing, note Mr.

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Bluebook (online)
GLASSON v. CITIZENS BANK OF PENNSYLVANIA, Counsel Stack Legal Research, https://law.counselstack.com/opinion/glasson-v-citizens-bank-of-pennsylvania-paed-2021.