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Lucas v. PyraMax Bank

August 22, 2008

JERILYN A. LUCAS, PLAINTIFF-APPELLANT,
v.
PYRAMAX BANK, FSB, DEFENDANT-APPELLEE.



Appeal from the United States District Court for the Eastern District of Wisconsin. No. 05-C-888-Rudolph T. Randa, Chief Judge.

The opinion of the court was delivered by: Rovner, Circuit Judge.

ARGUED FEBRUARY 12, 2008

Before EASTERBROOK, Chief Judge, and RIPPLE and ROVNER, Circuit Judges.

Jerilyn Lucas claims that her former employer, PyraMax Bank, demoted and ultimately fired her because of her gender in violation of Title VII of the Civil Rights Act of 1964, see 42 U.S.C. § 2000e to 2000e-17. Lucas also contends that PyraMax retaliated against her in violation of Title VII, see id. § 2000e-3(a), and that it took adverse employment actions against her because she exercised her rights under the Family and Medical Leave Act of 1993 (FMLA), see 29 U.S.C. § 2601 et seq., and the Employment Retirement Income Security Act of 1974 (ERISA), see 29 U.S.C. § 1001 et seq. The district court granted summary judgment in favor of PyraMax, and for the reasons that follow, we affirm.

I. Background

In February 2003, Lucas applied for the position of branch executive officer ("BEO") at PyraMax's Greenfield office. Lucas had at least fourteen years' experience in marketing and sales, consumer lending, collections, risk management, and human resources at the time she applied, but she had no prior experience as a BEO of a bank and had not previously been responsible for the operational functions of a lending institution. Lucas was interviewed by Monica Baker, Senior Vice-President of Human Resources, who then forwarded her application to Karen Murphy, Senior Vice-President of Retail Banking. Murphy eventually offered the position to Lucas, and she started working as Greenfield's BEO in March 2003.

Soon after Lucas started, Murphy warned her about the "personnel issues" at the branch. Murphy described the staff as immature and informed Lucas that she would have her "hands full" reinstating order. Murphy also told Lucas about PyraMax's flex-time policy, which gave employees some flexibility in their work schedules, provided that at least one member of management was on duty at all times. Lucas had no performance problems when she started; in fact, early on Murphy told Lucas that she was a "great addition to the PyraMax Bank team." But at the same time, Murphy felt that Lucas needed a greater amount of supervision than other BEOs.

Lucas suffered from serious medical conditions throughout her employment at PyraMax. During her first month on the job, she had a kidney stone, and then the next month she suffered from an unspecified "chronic and at times debilitating illness" that required repeated treatment. Despite her absences from work, at that time Lucas's performance did not suffer. In her first 90-day performance evaluation dated June 10, 2003, Lucas was rated as either "outstanding" or "effective" in all categories, although she was told to increase her knowledge of operations within the next two months.

In August 2003, Murphy began receiving complaints about Lucas. Members of Greenfield's staff told Murphy that Lucas did not understand the operational aspects of banking, such as balancing the bank totals and determining where errors occurred in various transactions, and that she was often not available to answer questions. And according to Denise Walkowiak, a BEO at another branch, Lucas would frequently call her with questions about basic operational issues. Lucas also told Walkowiak that she regularly came to work late and left early, and Lucas admitted that, on average, she worked about 20 fewer hours per week than did Walkowiak. In October 2003 a branch receptionist told Murphy that Lucas's frequent absences and her inability to answer work-related questions had become the subject of conversation among members of the Greenfield staff. The receptionist informed Murphy that members of the staff saw Lucas as unfamiliar with operational duties and generally unapproachable. Murphy noted some of these concerns in Lucas's semi-annual review, in which she gave Lucas ratings of "2" out of "5" in the areas of staff performance management, branch client services, and internal client services. But Lucas excelled in sales, and during her tenure, Greenfield enjoyed the highest sales of any PyraMax branch.

Unfortunately, Lucas's medical problems continued. In late October 2003, while at work, Lucas experienced stroke-like symptoms, and Murphy had to take her to the emergency room. Lucas underwent a brain scan, which revealed some abnormalities that required further testing. Lucas shared these results with Murphy, and Murphy told her that "news like this is the kiss of death in most employers' eyes." The following month, Lucas was asked to complete a medical questionnaire and return it to human resources. Lucas had filled out a medical questionnaire eight months earlier, but, according to PyraMax, the bank was transitioning to a self-funded health insurance program and needed to supplement its records. PyraMax also required Lucas to sign an authorization for release of her medical records to the bank because, her doctor later told her, the bank was seeking a "stop loss" insurance policy to protect itself in case the cost of an individual employee's health care exceeded a certain amount.

In December 2003 Lucas hired Jessica Overmyer as an assistant BEO. Overmyer had started out at a different branch within the bank and had performed well at that branch. That same month, Murphy hired Robert Cooper, who had 15 years' experience as a BEO, as a management trainee. Lucas took bereavement and personal time off between December 19, 2003, and January 19, 2004, and Cooper served as BEO during this and other of Lucas's absences. According to Murphy, members of Greenfield's staff responded well to Cooper and his positive attitude helped improve employee morale. Cooper also was said to have an "excellent attendance record, 17 years with never having called in sick."

In May 2004, a little over a year after her start with PyraMax, Murphy informed Lucas of the current problems with Lucas's job performance. Murphy told Lucas that she had a poor work attitude and that members of the staff had "picked up on" her negativity. Lucas had engaged in at least one public confrontation with a senior staff member, and Murphy informed her that her behavior (both in that instance and generally) was unprofessional.*fn1 Additionally, despite Murphy's earlier admonishments, Lucas still did not possess the required operations and personnel-management skills. According to Murphy, Lucas needed more supervision and advice about her responsibilities than all other BEOs combined. Murphy also voiced concern over Lucas's frequent, unexcused absences.

In June 2004, after at least three employees had sought to transfer out of Greenfield, Murphy met with Overmyer to discuss the direction of the branch. Murphy noted that Overmyer's performance and attitude had drastically worsened since her arrival at Greenfield, and Overmyer explained that she was overwhelmed by the amount of work that was now required. According to Overmyer, because Lucas was frequently out of the office and, even when she was there, was not able to answer operational questions, Overmyer essentially had to do both her own job and Lucas's. Murphy then met with three other staff members, two of whom confirmed that it was difficult to get Lucas to answer questions and that she lacked operations knowledge. Those same two employees also stated, however, that Overmyer was too harsh with them. From these meetings, Murphy concluded that Lucas's behavior was causing "an impending mass exodus of employees from the Greenfield branch." Murphy discussed the situation with Baker, and the two agreed that Lucas should be removed from her position as BEO. But, because Lucas was skilled in sales, they determined that rather than fire her, they would demote her to a "floating BEO trainee" position, where she was to undergo training to improve her operational skills. Cooper replaced her as BEO.

Lucas accepted the new position and began training on June 21, 2004. But she had to go on leave the next day because her demotion had exacerbated an existing anxiety and panic disorder. Lucas did not return to work until almost two months later. But in July 2004, while she was on leave, Lucas filed a complaint with the Equal Rights Division of Wisconsin's Department of Workforce Development, alleging gender discrimination and retaliation. Lucas's training resumed once she returned to work, but in early October, Lucas was diagnosed with a genetic sensory conflict condition, which left her unable to complete most of the training. Despite her condition, Lucas withdrew from PyraMax's health insurance plan, effective December 1, 2004, because, Lucas asserts, she thought her job was in jeopardy and she ...


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