MCCANN v. THE PNC FINANCIAL SERVICES GROUP, INC.

CourtDistrict Court, D. New Jersey
DecidedAugust 21, 2020
Docket1:18-cv-13909
StatusUnknown

This text of MCCANN v. THE PNC FINANCIAL SERVICES GROUP, INC. (MCCANN v. THE PNC FINANCIAL SERVICES GROUP, INC.) is published on Counsel Stack Legal Research, covering District Court, D. New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
MCCANN v. THE PNC FINANCIAL SERVICES GROUP, INC., (D.N.J. 2020).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF NEW JERSEY CAMDEN VICINAGE

: NATHAN MCCANN, : : Plaintiff, : Civil No. 18-13909 (RBK/KMW) : v. : OPINION : THE PNC FINANCIAL SERVICES GROUP, : INC., et. al., : : Defendants. : : : : KUGLER, United States District Judge: This matter comes before the Court upon the Motion (Doc. 22) of Defendant PNC Financial Services Group (“PNC Bank” or “Defendant”) for Summary Judgment. For the reasons expressed herein, Defendant’s Motion (Doc. 22) is GRANTED. I. BACKGROUND A. Factual History This employment discrimination case arises from Plaintiff Nathan McCann’s employment with and termination from Defendant PNC Bank. Plaintiff is an African-American man and was born in 1973. (Doc. 22-4 (“Def. SOF”) ¶2.) In September 1995, Plaintiff began working at Midlantic Bank in Cherry Hill, New Jersey. (Id. ¶7.) Plaintiff became a PNC Bank employee in September 1996, when it acquired Midlantic Bank. (Id. ¶8.) Plaintiff advanced through a number of roles at PNC over the years. He began his career as a Customer Service Representative, became a Licensed Financial Sales Consultant in September 1999, and became a Business Banker in 2000. (Id. ¶¶7–10.) As a Business Banker, Plaintiff managed clients whose total annual revenue ranged between $1 million and $10 million. (Id. ¶13.) Plaintiff worked as a Business Banker until 2014, when he was offered a position as a Senior Government Banker. (Id. ¶11.) Plaintiff states that he accepted the government banking position because he wanted to continue learning, and wanted to become more versatile in his career. (Doc. 22-14 at 24.) In April 2016, PNC began eliminating its Senior Government Banking positions in the

Philadelphia and Southern New Jersey region. (Def. SOF ¶12.) Rather than being terminated, Plaintiff was offered the chance to return to Business Banking. (Doc. 22-14 at 27.) Plaintiff returned to Business Banking, where he remained for only a few months: in June 2016, due to PNC’s reorganization of its Business and Commercial Banking Groups, Plaintiff and two other senior Business Bankers—Justin Cunnane and Harris Friedberg—transitioned to the Commercial Banking Group. (Def. SOF ¶16.) Prior to the reorganization, Business Banking handled clients with total annual revenue between $1 million and $10 million, and Commercial Banking handled clients with total annual revenue between $10 million to $50 million. (Id. ¶13.) After reorganizing, Business Banking handled clients with total annual revenue between $1 million and $5 million,

and Commercial Banking handled clients with total annual revenue between $5 million and $50 million. (Id. ¶15.) Thus, when Plaintiff joined the Commercial Banking group as a Relationship Manager (“RM”), Defendant alleges that he brought with him from Business Banking his existing clients— approximately 30—with total annual revenue above $5 million. (Doc. 22-14 at 99; Def. SOF ¶27.) Plaintiff, however, alleges that he essentially had to “start from scratch” when he began, and did not maintain those clients. (Doc. 27-2 (“Pl. RSOF”) ¶¶24–27.) Aside from his preexisting clients, Plaintiff was also given books of business from other bankers. (Def. SOF ¶26.) Plaintiff’s job duties in his role as Commercial Banking RM were to manage his client base, develop new business, and meet specified annual sales goals. (Def. SOF ¶¶18–21.) This required making telephone and in-person calls to existing and potential customers, in part based on business that Plaintiff discovered himself, and in part based on “leads” Plaintiff received from his supervisor and his assigned client solutions specialist. (Id.) The role also required developing

“Centers of Influence” (COIs), which are relationships with influential people in the community who could refer new business to the RM. (Id.) Plaintiff’s direct supervisor was Donald Paterson, the Group Manager for Commercial Banking. (Def. SOF ¶16.) Paterson in turn reported to his manager, Salvatore Patti, who was replaced by Michael Willets in August 2017. (Id. ¶¶31–32.) Plaintiff’s client solutions specialist was Hasani Walden. (Doc. 27-7 at 2.) At the end of 2016, Plaintiff received a year-end performance summary from Paterson; he received an overall rating of “Meets Some Expectations.” (Def. SOF ¶34.) Paterson praised Plaintiff for his relationships with his clients and understanding of PNC Corporate Risk policies,

and stated that he “has all the skills to be successful in Commercial Banking.” (Doc. 22-5 at 15– 23.) However, Paterson noted that, given all the transition Plaintiff experienced at work in 2016, he would need to take time to develop a viable prospect list and to develop COIs. (Id. at 34.) This performance summary still technically addressed Plaintiff’s performance in Business Banking, as he did not officially join Commercial Banking until January 2017. (Def. SOF ¶29.) Paterson constructed a 2017 individual goal sheet for Plaintiff and the other Commercial Bankers. (Def. SOF ¶37.) The total revenue target for 2017 was $375,000; this target was the lowest number used for Commercial Bankers, and was used for all of the bankers who had transferred from Business to Commercial Banking. (Id. ¶¶37–39.) As 2017 progressed, Plaintiff did not meet the targets set out in his goal sheet. In March 2017, one of Plaintiff’s senior managers notified Human Resources and Employee Relations that Plaintiff was not successfully transitioning from Business to Commercial Banking. (Def. SOF ¶40.) Consequently, on April 3, 2017, Plaintiff received a Performance Expectation Plan (“PEP”) from Paterson that set goals for Plaintiff, including: a goal of developing COIs to provide more

referrals in the $5 million to $50 million sales range, a goal of 10 in-person calls a month, and a goal of getting on track to meet year-end goals by June 30, 2017. (Id. ¶43.) Plaintiff also began receiving weekly coaching to help him meet his revenue goals. (Doc. 22-7.) In June, as Plaintiff was still not on track to meet his goals, Salvatore Patti contacted Tiana Escofil, an Employee Relations Specialist, to inquire about the process of giving Plaintiff a verbal warning. (Def. SOF ¶49.) After Escofil approved the verbal warning, it was issued to Plaintiff on July 18, 2017. (Id. ¶50.) On July 24, 2017, Paterson contacted Escofil to discuss Plaintiff’s proposed 2017 mid-year performance rating. (Id. ¶52.) After their discussion, Paterson issued a “Meets Some Expectations” rating to Plaintiff. Paterson noted that, while there were some areas

in which Plaintiff did very well, such as rapport with clients, he had only achieved $45,000 in revenue versus the mid-year goal of $187,500. (Id. ¶¶53–55.) On September 21, 2017, Paterson and Michael Willets met with Escofil to inquire about issuing a written warning to Plaintiff, as he had generated $55,523 in revenue versus a goal-to- date of $281,000 and a year-end goal of $375,000, and he had zero new client relationships versus a goal of two. (Def. SOF ¶¶56–59.) After Paterson’s draft written warning was approved by Escofil, it was issued to Plaintiff on September 28, 2017. (Id.) On November 14, 2017, Paterson again contacted Escofil, this time to discuss the process for putting Plaintiff on probation, as Plaintiff had produced the least revenue of any RM and remained significantly under his goals. (Id. ¶¶67-68.) In early 2018, Paterson gave Plaintiff a “Meets Some Expectations” rating on his 2017 Year-End Performance Summary. (Def. SOF ¶71.) Against his annual goal of $375,000, Plaintiff generated $98,401 in revenue for the year; he also failed to obtain any new clients, and made 260

calls out of the expected 312 calls for the year. (Id. ¶¶71–74.) In January 2018, Paterson and Escofil met with Plaintiff to inform him that he was being placed on probation, and to discuss steps Plaintiff needed to take to improve performance. (Id. ¶78; Pl.

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MCCANN v. THE PNC FINANCIAL SERVICES GROUP, INC., Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccann-v-the-pnc-financial-services-group-inc-njd-2020.