Sheila Johnson v. Fifth Third Bank

685 F. App'x 379
CourtCourt of Appeals for the Sixth Circuit
DecidedApril 5, 2017
DocketCase 16-1111
StatusUnpublished
Cited by6 cases

This text of 685 F. App'x 379 (Sheila Johnson v. Fifth Third Bank) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sheila Johnson v. Fifth Third Bank, 685 F. App'x 379 (6th Cir. 2017).

Opinion

OPINION

JULIA SMITH GIBBONS, Circuit Judge.

Sheila Johnson was fired from her job at Fifth Third Bank in May 2014. Johnson appeals the grant of summary judgment to Fifth Third in her lawsuit alleging retalia *381 tion and discrimination under the Family Medical Leave Act (FMLA), 29 U.S.C. §§ 2601 et seq., and Michigan’s Elliott Larsen Civil Rights Act (ELCRA), M.C.L. §§ 37.2101 et seq. For the reasons that follow, we affirm the district court’s award of summary judgment.

I.

In March 2007, Sheila Johnson began working for Fifth Third Bank at the bank’s Beecher and Ballenger branch in Flint, Michigan. Johnson was hired as a “Financial Center Manager” and reported to Regional Manager Bobbi Jo Lucas. In this role, Johnson managed bankers who were involved in direct sales to Fifth Third customers. Each month, she was expected to meet 86% of both sales- and total-point-production goals set for her by the bank.

Beginning in 2011, Johnson experienced serious challenges in meeting her sales-production goal. Johnson was issued a “Performance Counseling” report on October 4, 2011, detailing the decline in her sales performance throughout 2011. In May of that year, she met only 56.7% of her sales goal, in June only 67.7%, in July only 52.0%, in August only 41.2%, and in September, Johnson achieved only 38.4% of her goal.- The report included detailed steps for her to correct shortcomings and noted that a “failure to achieve and maintain a satisfactory perfo'rmance level ... could lead to further corrective action, up to and including termination of employment.”

Johnson received another Performance Counseling report on June 13, 2012, after her sales performance in the first half of that year fell well below Fifth Third’s expectations. She met only 36% of her goal in January, 56% in February, 72% in March, 44% in April, and 49% in May. Again, the report included detailed, mandatory steps for Johnson to take in order to improve her performance.

Following this second report, Johnson transferred from the Beecher and Ballen-ger branch in Flint to one in Fenton, Michigan. She also agreed to a demotion to “Personal Banker.” Lucas felt that working as a personal banker was Johnson’s “ticket to success” because she “would be able to focus 100% on sales rather than leadership responsibilities.” Becoming a personal banker was a voluntary demotion, but Johnson felt that it was “pretty much presented ... that it would be in [her] best interest” to transfer locations, change positions, and take the accompanying pay cut. As a personal banker, Johnson worked under David Engstrom, Fenton’s Financial Center Manager.

Although the June 2012 transfer was intended to help Johnson improve her performance and meet her sales goal, she did not show consistent improvement after the transfer. On October 17, 2012, Johnson received a third Performance Counseling report because she met only 65% and 33% of her sales goals in August and September, respectively. The October report described sales as “one of the most important, key aspects of [Johnson’s] position and ... the key performance area in which [she was] assessed.” It noted that continued sub-par performance “could lead to further corrective action, up to and including termination of employment.” The report required Johnson to achieve 80% of her sales goal for the month of October to avoid further counseling.

In 2013, Johnson received two more Performance Counseling reports in June and July, after meeting only 46.9% and 76.3% of sales goals. By July 2013, Johnson had reached only 51% of her year-to-date sales goal. At this point, the Fifth Third management team considered discharging Johnson for repeatedly failing to *382 meet her sales goals. The team ultimately decided to give her another opportunity to improve because she was experiencing personal problems, but agreed to terminate Johnson “later in the summer or fall of 2013” if Johnson did not improve.

In an attempt to help Johnson, Eng-strom referred her to Mary Sissen, an employee-relations consultant. Sissen met with Johnson on July 23, 2013, to determine “if there was anything short of discharge that could remedy [her consistent failure to meet her sales goals].” During the meeting, Johnson reported feeling like she did not “have [the] drive” at work, but that she had started taking anti-depressants to help cope with her personal issues and was feeling more motivated since. Johnson knew her job was in jeopardy but told Sissen that she did not want to lose her job. After the meeting, Sissen recommended that Lucas review Johnson’s July performance and if there was improvement, “give her August to continue to improve.” If there was not “significant improvement” in August, however, Sissen recommended that Johnson be “released.” Johnson’s performance improved for the remainder of 2013. Johnson met more than 80% of her sales goals in August, September, October, and November of 2013.

But her sales performance again fell below 50% of her goal in January 2014 and continued to fall below 80% of her goal throughout the early months of 2014. Johnson attributed her performance in early 2014 to systemic difficulties at the branch. In the first two months of 2014, Lee Hotchkiss, who had replaced Lucas as regional manager, had several conversations with Lucas, Engstrom, and Polakoff about Johnson’s performance. In January 2014, they discussed terminating Johnson due to her continued poor performance. On February 13, 2014, Engstrom spoke with Jennifer Polakoff, another employee-relations consultant at Fifth Third, about a meeting he had with Johnson to discuss her performance and establish an action plan to meet 85% of her February goal. In that meeting, Engstrom gave Johnson a detailed plan that broke her monthly goals into smaller weekly goals. Engstrom told Polakoff that he would manage Johnson “very closely, doing observations, huddles and check ins.” In a February 13 email to Fifth Third managers who worked with Johnson, Polakoff discussed the possibility that Engstrom would terminate Johnson if she did not meet 85% of her February sales goal. Although Johnson did not reach 70% of her February 2014 goals, she was not terminated.

Johnson received her 2013 annual performance review in early March 2014. She received a “far below expectations” grade in Sales Productivity and her overall rating was “below expectations,” but the report noted Johnson’s “self reflection and commitment were a key in improving” in 2013 and that if Johnson continued to perform as she had toward the end of 2013, she would have a successful 2014.

Johnson did not meet her sales goals in March. Although she did achieve 74.4% of her goal that month, Johnson continued to struggle. Engstrom met with her several times to explain to her that she needed to improve her numbers.

In mid-April 2014, Johnson told Eng-strom that she would need time off for bariatric surgery in November of that year. Johnson did not know the exact date of her surgery, nor did she know exactly how long she would have to be out of work to recover. Johnson told Engstrom she would have to be out anywhere from two to six weeks and wanted to give him advance notice for scheduling purposes.

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