Hearod v. Fifth Third Bank

CourtDistrict Court, S.D. Ohio
DecidedJanuary 20, 2022
Docket1:17-cv-00175
StatusUnknown

This text of Hearod v. Fifth Third Bank (Hearod v. Fifth Third Bank) is published on Counsel Stack Legal Research, covering District Court, S.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hearod v. Fifth Third Bank, (S.D. Ohio 2022).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF OHIO WESTERN DIVISION

KATHLEEN HEAROD Case No. 1:17-cv-175 Plaintiff, J. Black M.J Bowman vs.

FIFTH THIRD BANK,

Defendant.

REPORT AND RECOMMENDATION

This civil action is now before the Court on Defendant Fifth Third’s motion for summary judgment and supporting documents (Doc. 61) and the parties’ responsive memoranda and supporting documents. (Docs. 70, 71, 74). I. Undisputed Facts1 The Plaintiff is a former employee of Fifth Third Bank (“Fifth Third”). She worked for Fifth Third as a Dispute Servicing Specialist I in their Dispute Resolution Department (“DRD”) in Cincinnati, Ohio. (Doc. 61, Ex. C, Karen Darpel Declaration at ¶4-6). In this role she interacted with Fifth Third’s customers over the phone to resolve disputed transactions on their retail banking accounts to prevent losses to the customers and the bank. (Doc. 61, Ex. C, Darpel Decl. at ¶ 7-8); Darpel Decl. Ex. 1, Job Description). Plaintiff was responsible for initiating, analyzing, and rendering decisions on customer disputes and providing Fifth Third’s customers with a positive customer experience. Id.

1 Fifth Third’s proposed undisputed facts are well-supported and herein adopted. (Doc. 61, Ex. A). As more fully explained below, Plaintiff’s response to Fifth Third’s undisputed facts is not supported by any citations to contradicting evidence. On July 23, 2014, Fifth Third offered to hire Plaintiff to work directly for the company beginning August 3, 2014. (Doc. 61, Ex. C Darpel Decl. at ¶ 10; Darpel Decl. Ex. 2). Plaintiff worked for Fifth Third in this position from August 3, 2014 through December 31, 2015 the day she resigned. (Doc. 61, Ex. C, Darpel Decl. at ¶ 11; Darpel Decl. Ex. 3). Plaintiff reported to Michelle Smith (formerly Michelle Weimer), a white female,

from August 2014 to approx. June 2015. (Doc. 61, Ex. D Michelle Smith Declaration at ¶ 5, Ex. C Darpel Decl. at ¶ 12-17. She then reported to Kynae Austin, a black female, from June 2015 to January 2016 when Kynae Austin left the company. Id. Marilyn Kazmierski, a white female, was the Vice President of the DRD and supervised Michelle Smith (“Smith”) and Kynae Austin (“Austin”). All Dispute Resolution Specialists (a/k/a “Agents”) in the DRD work a set shift. (Doc. 61, Ex. D, Smith Decl. at ¶ 9-23) The DRD has a set process for awarding shift assignments that has been in effect since June 2014. (Id. ¶17). In order to be eligible, the agents must have worked in their current schedule for at least three months, and they

cannot be on a Performance Counseling. Id. (See also, Ex. B, Hearod Depo., at 278- 279:1-5). In June 2015, the three-month requirement was changed to six months. (Doc. 61, Ex. D, Smith Decl. ¶18). The new shifts are then awarded based on a stack ranking system. (Doc. 61, Ex. D, Smith Decl. at ¶ 9-23). The employee’s stack ranking is calculated using 1/3 of their CEI/OSAT scores, 1/3 Quality Scores and 1/3 of their AHT scores for the three months immediately preceding the shift bid announcement. Id. The CEI/OSAT score comes from customer surveys submitted by the customer after their call with a DRD agent. (Id. ¶21).

2 The Quality scores is evaluated by an independent Quality Assurance (QA) team within Fifth Third. The QA team evaluates each agent based on their review and scoring of 6 calls per month to determine whether the agent is giving professional, accurate, consistent, and efficient service to customers. Id. The Average Handle Time (AHT) measures the DRD Agent’s average time spent handling a customer call. Id.

From June 2014 through March 2016 there were 9 shift bid opportunities. (Doc. 61, Ex. D., Smith Decl at ¶ 25). On February 18, 2015, Andria Bach sent an email notifying agents about a new shift bid and the eligibility requirements. (Doc. 61, Ex. D, Smith Decl. at ¶ 26- 35; Smith Decl. Ex. 2). The deadline to apply for a new shift bid was February 24, 2015 and the new schedules were to go into effect on March 9, 2015. (Id. ¶27). The bidding process used the stack rank scores for November and December 2014, and January 2015. (Id. ¶ 28). At the time of this shift bid, Plaintiff worked second shift Monday through Thursday from 11:30 a.m. to 8:00 p.m. and Saturdays from 8:30 a.m. to 5:00 p.m. Plaintiff wanted

a schedule with Saturdays off. (Id. ¶ 32). Six employees were selected for a new schedule including Plaintiff. (Id ¶ 30). The six employees selected were: Kristen Rice (white female), Joshua Hedley (white male), Mirela Kombie (white female), Nikki Devrou (white Female), Plaintiff Hearod and Jerome Knox (black male). Id. The Saturday off shifts were given to Rice, Hedley, Devrou and Kombie, the top four employees on the stack rank. (Id. ¶33). Plaintiff did not win one of the no Saturday shifts because she ranked second two last according to the stack rank for this shift bid. (Doc. 61, Smith Decl., attached Ex. 2 at

3 p. 5). However, Plaintiff won a new schedule to work first shift instead of second shift, but she declined it. Another shift bid opportunity opened up on April 14, 2015. Instead of creating three brand new shift openings and doing a formal shift bid, Fifth Third decided to conduct an informal shift bid in which it offered the top-ranking DRD agents the option to keep

their current weekday schedules and just stop working on Saturdays. (Doc. 61, Ex. D, Smith Decl. at ¶ 37). Fifth Third ran a stack rank report for this informal shift bid and went down the list of the top-ranking employees until three openings for no Saturdays were filled. (Id., attached Ex. 3, Smith Email dated 3/25/2016). Zach Hassler (white male), Katherine Slee (white female) and Tasha Longmire (black female) were the top three employees selected for this informal shift bid. Plaintiff was not selected for a no- Saturdays schedule because she was not among the top three employees in the stack ranking done for this informal shift bid. On May 11, 2015 Plaintiff received a Coaching for Attendance. (Doc. 61, Ex. D,

Smith Decl. at ¶ 59 - 70; Smith Decl., Ex. 4). A coaching occurs when a manager communicates performance or other deficiencies to an employee. (Doc. 61, Ex. C, Darpel Decl. at ¶ 45; Darpel Decl. Ex. 11, 13 and 14). Smith was her supervisor at the time and issued this Coaching. Id. Karen Darpel was not involved in this coaching session at all. (Doc. 61, Ex. C, Darpel Decl. at ¶ 46-50; Ex. D, Smith Decl. at ¶ 60-62). Plaintiff was late to work 9 times between January 2015 and April 2015. (Doc. 61, Ex. D, Smith Decl. at ¶ 64-70; Smith Decl. Ex. 4 and 5). She also left early on 1/13/15 and 4/25/2015 and she had three unplanned absences on 4/16/15, 4/20/15 and 4/29/2015. Id.

4 Pursuant to Fifth Third’s Attendance and Tardiness Policy, “[u]nscheduled absences place an unfair burden on co-workers and should be avoided. Frequent unscheduled absences, including late arrivals and early departures, are grounds for discipline, up to and including termination. Unexcused absences and excessive absences may result in disciplinary action up to and including termination.” (Doc. 61, Ex. C, attached

Ex. 13, January 2015 Attendance & Tardiness Policy in the April 1, 2015 Policy Manual). In June 2015, Fifth Third notified the DRD employees of three shifts bid openings, one of which had a no Saturdays. (Doc. 61, Ex. C, Darpel Decl. at ¶ 18-30; Darpel Decl. Ex. 4; Ex. D, Smith Decl. at ¶ 41). The new schedules would go into effect on July 13, 2015 and Fifth Third used the stack rank for March, April, and May 2015 to select the winners of this bid. Id. Fifth Third selected the top-ranking agents for this bid. (Doc. 61, Ex. C, Darpel Decl. at ¶ 23; Darpel Decl., Ex. 6; Ex. D, Smith Decl. at ¶ 46). Plaintiff was not selected because she ranked last on the stack rank out of those who applied and almost last when compared to all DRD agents. (Doc. 61, Ex. C, Darpel Decl.

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