Johnson v. Fifth Third Bank

151 F. Supp. 3d 763, 2015 U.S. Dist. LEXIS 172758, 2015 WL 9489601
CourtDistrict Court, E.D. Michigan
DecidedDecember 30, 2015
DocketNo. 14-CV-13121
StatusPublished
Cited by2 cases

This text of 151 F. Supp. 3d 763 (Johnson v. Fifth Third Bank) is published on Counsel Stack Legal Research, covering District Court, E.D. Michigan primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Johnson v. Fifth Third Bank, 151 F. Supp. 3d 763, 2015 U.S. Dist. LEXIS 172758, 2015 WL 9489601 (E.D. Mich. 2015).

Opinion

OPINION AND ORDER REGARDING DEFENDANTS’ MOTION FOR SUMMARY JUDGMENT

Gerald E. Rosen, Chief Judge, United States District Court

I. INTRODUCTION

Plaintiff Sheila Johnson was employed by Defendant Fifth Third Bank as a “Financial Center Manager” from May 2007 until her termination. on May 2, 2014. Plaintiff filed this retaliation and discrimination suit on August 13, 2014, alleging violations of the Family Medical Leave Act and Elliott Larsen Civil Rights Act. Defendant asserts .that Plaintiffs termination resulted from her long term failure to meet required sales goals, while Plaintiff maintains that it-was motivated by her April 2014 request to take leave for surgery in November 2014, as -well as by her gender and age.

Currently before the Court is Defendant’s Motion for Summary ' Judgment (Dkt. # 18). Having reviewed and considered the parties’ briefs and supporting documents, and the entire record of this matter, the Court has determined that the pertinent allegations and legal arguments are sufficiently addressed in these materials, and that oral argument would not assist in the resolution of this motion. Accordingly, the Court will decide the motion “on the briefs.” See L.R. 7.1(f)(2). This Opinion and Order sets forth the Court’s ruling.

II. PERTINENT FACTS

Plaintiff Sheila Johnson began her employment with Defendant Fifth Third Bank on May 5, 2007, working at the bank’s Beecher ánd Ballenger branch in Flint, Michigan as -a “Financial Center Manager” under Bobbi Jo Lucas, a Regional Manager, Johnson Dep., Dkt. # 18-2, at 93. The two had previously worked together at Chase Bank, and when Plaintiff decided to leave Chase, she telephone Lucas, who -recruited her to Fifth Third, Id. at 12-13. Though' the parties do not clearly articulate what Plaintiffs responsibilities were as a Financial Center Manager; her job involved managing bankers working -underneath her who were involved in the direct sales of Fifth Third products and services. Id. at 106.

Starting in 2011, Johnson experienced substantial difficulties in • meeting the sales goals set for her. On October 4, [766]*7662011, Plaintiff was issued a “Performance Counseling?’ — a sort of written warning— regarding her sales numbers in the immediately- preceding month. Oct. 4, 2011 Performance' Counseling for Sheila Johnson, Dkt. # 18-3. That document indicates that Plaintiff was expected to meet a. sales goal of “a minimum of 85% [of the monthly goal] each month,” but failed do so between May and September,' with her numbers during those months fluctuating between 68% and 33%.1 Id. The form further states, “We must see sustained an ongoing improvement immediately. Continued failure'to achieve and maintain a satisfactory ’ performance level.. could lead to further corrective action, up to and including termination of your employment.” Id. Plaintiff received a nearly identical Counseling on June 16, 2012, with sales numbers during the five months prior between 36% and 72% of the monthly goals set for her. June 13, 2012 Performance Counseling for Sheila Johnson, Dkt. # 18-4.

Following the second Performance Counseling, Plaintiff. transferred - to the Fenton, Michigan branch of Fifth Third Bank and switched positions, taking on a role as a personal banker. Johnson Dep;, at 98; Bobbi Jo Lucas Dec!., Dkt. # 18-5, ¶ 4. Plaintiff testified at her deposition that this switch was ■ a “demotion,” that it was “pretty much presented-to [her] that it would be in her best interest” to transfer and change positions, and that the change reduced her pay. Johnson Dep;, at 98. In Lucas’s view, the switch should have; been Plaintiffs “ticket to success” because she “would be- able, to focus 100% on sales rather than leadership, responsibilities” and “the Fenton branch was,.in a more affluent area than the Beecher and Ballen-ger branch.” Lucas Deck ¶ 4. At the Fen-ton branch, Plaintiff worked .under David Engstrom, who carried out the Financial Center .Manager role ' that Plaintiff was responsible for at the. Beecher and Ballen-ger branch. ■

Plaintiffs sales did not immediately improve. She received another Performance Counseling on October 17, 2012 based on sales in August and September that only met 66% and 33% of the branch’s goals. Oct. 17, 2012, Performance Counseling for Sheila Johnson, Dkt. # 18-6. That Counseling further indicated that “the minimum expected percent to goal for.. .October will be 80% to avoid further performance counseling.” Id. Plaintiff then improved her performance, apparently meeting sales goals for the remainder of the year. However, she received two more Performance Counselings in Juné and July of 2013. The June Performance Counseling indicates that Plaintiff did not reach. 60% of her sales during any of the first five months of 2013, and required her to meet at least 70% of her goal by the end of June. June 17,2013, Performance Counseling for Sheila Johnson, Dkt. # 18-7. She met only 47% of - her -goal in June, however, and was issued another Performance Counseling on July 9, 2013. July 9, 2013 Performance Counseling for Sheila Johnson, Dkt. # 18-8..

These latest issues prompted a meeting between Plaintiff and Marry Sissen, an “Employee Relations Consultant” at Fifth Third, on July 23, 2013. Mary Sissen Deck, Dkt. # 18-10, ¶¶ 2-4. At that meeting Plaintiff informed Sissen of “a number of serious personal issues that had been affecting [Plaintiff’s] ability to perform her job,” including depression, for which Plaintiff had recently begun taking anti-depres[767]*767sants, and the fact that she had many care responsibilities for her siblings, children, and other immediate family. Id. ¶ 5; see also Johnson Dep., at 19-20, 30-31- (describing various family health and stability problems); Sissen Meeting Notes,. Dkt. # 18-11. Following the meeting, Plaintiffs performance once again improved — she was above 70% of her sales goals until December 2013. Jennifer Polakoff Decl., Dkt. # 18-12, ¶ 3. At that point, however, her sales once again dwindled, dipping below 50% in January 2014. Id. Plaintiff attributed this to general difficulties at the branch, noting that: “very few bankers in the region were meeting their goals for January and February.” Johnson Dep., at 133.

Plaintiffs early 2014 sales problems triggered further discussions, within Fifth Third Bank regarding Plaintiffs future. On February 13, 2014, Engstrom had a telephone conversation with Jennifer Pola-koff, another Employee Relations Consultant with Fifth Third Bank. According to Polakoff, during that conversation, Eng-strom told her that “he was prepared to terminate the employment of [Plaintiff] if she failed to reach 85% of her sales goals in February.” Polakoff Decl., Dkt. # 18-11, ¶ 4; see also E-mail from Jennifer Polakoff to Bobbi Lucas (Feb. 13, 2014), Dkt. # 18-12. Around this time, Lee Hotchkiss, who had replaced Lucas as Regional Manager, had several conversations with Engstrom, Polakoff, and Lucas that involved Plaintiffs performance, including at least one in January .2014 in which they discussed whether to terminate Plaintiff. Lee Hotch-kiss Dep., Dkt. #18-13, at. 10-12. After this, Plaintiffs February sales reached 76% of her goal, and she was not terminated. Polakoff Dep. ¶ 4,

In early March 2014,- Plaintiff received her annual performance review. She was given “above expectations” or “meets expectations” reviews in some of categories, including accountability, integrity,, and respect &

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151 F. Supp. 3d 763, 2015 U.S. Dist. LEXIS 172758, 2015 WL 9489601, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-fifth-third-bank-mied-2015.